Investors favor ‘anything but bonds’ as Treasuries struggle - BofAf
MSN·- Investors increasingly favored assets outside bonds due to elevated Treasury yields weighing on long-duration government debt. - This trend reinforced Bank of America’s "Anything But Bonds" investment thesis. - The strategy remained a core asset-allocation conviction for the 2020s alongside other global allocations.S&P 500 Top Stock Gainers Today, 8/12/26
Tip Ranks·- The S&P 500 closed higher on Wednesday following the Bureau of Labor Statistics Consumer Price Index update for July. - Real estate emerged as the top-performing sector driven by easing rate expectations and strong demand for AI-driven data centers, boosting companies like Digital Realty and Equinix. - The consumer discretionary sector faced the largest drawdown, weighed down by stock drops in Tapestry and Lululemon amid executive departures and upcoming earnings.ICE says US mortgage holder equity hits record $18 trillion
PUBT·- According to the ICE Mortgage Monitor report, US mortgage holders' net equity reached a record high of $ 18 trillion in the second quarter due to rebounding home prices. - Out of 47,500,000 borrowers, total extractable equity hit $ 11.7 trillion, averaging approximately $ 212,000 per borrower. - Meanwhile, underwater borrowers increased by 44 % year-over-year to 813,000, and conforming loan borrowers faced a 38 basis point rate spread in 2026.S&P 500 Top Stock Gainers Today, 8/6/26
Tip Ranks·- The S&P 500 closed lower on Thursday amidst a continued market sell-off following a recent rally. - The energy sector outperformed as Brent crude rebounded nearly 4 % driven by geopolitical uncertainty surrounding the Strait of Hormuz. - The real estate sector suffered the steepest declines after Freddie Mac reported that 30-year mortgage rates rose for a fifth consecutive week to 6.69 %.