Weekly Insight | July 1, 2026
Financial Markets Close Out Strong Quarter First quarter GDP exceeds expectations. Labor market stability continues. Consumer resilience
Financial Markets Close Out Strong Quarter First quarter GDP exceeds expectations. Labor market stability continues. Consumer resilience
Markets Chop Amid Dispersion Small caps power ahead. Technology shares churn. Space stocks come back to earth. The S&P 500 finished the
Key Takeaways Oil prices tumble in hopes of ramping up gulf states oil shipments. Fed holds rates steady as new Fed chair pledges focus on
Volatility increases in the face of near-term macro events Key Takeaways Surge in equity volatility Equity markets de-risk Macro
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
IPO Liftoff Initial public offerings, commonly referred to as IPOs, are the sale of shares to the public by a company that was previously
Green Shoots in the Economic Data Support Economic Growth Key Takeaways Technology continues to lead the market higher. Economic surprises
Equity Rally Back on Track Key Takeaways Emerging market equities lead the way. Interest rates take a pause. Housing funk continues. This
Equity Rally Pauses as Bond Yields Push Higher Key Takeaways 30-year Treasury yields rise to highest level since 2007. Earnings growth
Inflation Readings Move Higher Key Takeaways Higher fuel costs provide major contribution to inflation data. Labor markets continue to show
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
Global Equities Remain Resilient Key Takeaways The rise in global equities is driven primarily by earnings growth. Macro appears to support