Public Markets 3 Hours

Last updated: August 9, 2026, 11:35 AM ET

Equities

Blockbuster earnings from the largest U.S. companies have helped extend the stock market’s record run, easing concerns about AI spending and sticky inflation. Despite a turbulent month, stock funds are up 10.6% year-to-date as tech shares whip around on shifting AI expectations.

Fixed Income

Treasury Secretary Scott Bessent is signaling fresh urgency to prevent yields from spiking, a move that Wall Street sees as an acknowledgment of bond-market anxiety. Traders are watching for further intervention as the 10-year yield hovers near recent highs.

Derivatives & Flows

A surge in leveraged ETFs is amplifying intraday momentum trades, creating new mechanisms to profit from sudden volatility in big tech names. The trend is reshaping how traders position around earnings and macro surprises.