Market Commentary

10-yr Treasury hit a 52-wk high this week, mortgage rates rose for a 7th straight week. But ranchers are smiling — a bumper corn crop sent feed costs down and cattle prices up. Meanwhile jobless claims hit a streak not seen since 1969.

The 10-yr Treasury hit a 24-yr high this week, then Friday's weak jobs report pulled it right back down. Diesel set a fresh record — the G7 just released 100M barrels from reserves in response. Nasdaq overtakes Russell as 2026's leader.

The 10-yr Treasury just hit 5.17% — highest since before 2008. Oil eased to $92 on Iran diplomacy talk. Consumer mood is grim (48.1) but jobless claims are near a 57-yr low. The vibes and the data disagree right now. #MondayMarkets #Teleios #TexasFinance"

The Fed just hiked rates for the first time in 3 years — Trump called it "unfortunate." Mortgage rates crossed 7%. Oil's near $104 as Saudi Arabia issued air-raid alerts for Riyadh. And here's the stat that matters: the year after a midterm election has averaged +15.4% since 1950.

Fed hikes tomorrow at 87% odds. Oil hit $103 — Oman talks collapsed AND Saudi backup pipeline blown up. Mortgage rates at a one-year high. And July's scary job loss report? Turns out the economy was adding jobs all along.

Markets were closed yesterday for Labor Day. Tesla launched 45 robotaxis in Austin — Musk didn't show, feds opened an investigation, stock dropped 6%. Diesel hit a record $5.85. Iran fired missiles at Navy ships. CPI drops Thursday.

Tomorrow is Opening Day of Dove Season! Texans know what that means. Also: Tim Cook's last day at Apple. Nvidia made $96B — stock dropped anyway. U.S. struck Iran overnight. Ground beef hit $7.

Ground beef near $7. Trump orders 661M lbs of foreign beef. National debt hits $40T. And Bessent just declared "economic D-Day" on Iran this morning.

The S&P hit its 27th record of 2026. Buffett's successor dropped $17B on Google. Core inflation hit 2.5%. Ground beef crossed $7. And Warsh speaks at Jackson Hole August 28th.

S&P record. Gold up 95% in a year. Economy lost jobs — market celebrated

Markets surging. Fed held but 3 voted to hike NOW. Amazon +15%. SpaceX hits moon Wednesday.

Oil hit $102. Big Tech lost $800B. Fed meets tomorrow. Iran paused shooting.

War back on. Chip stocks bear market. Gas $4. Spain wins World Cup.

War back on. Ceasefire collapsed. Gas up for first time in 8 weeks. S&P still green.

Happy 250th! Dow record. Mortgage 7-week low. 850,000 fireworks in DC.

America turns 250. Gas under $4. Beef prices climbing. Markets closed Friday.

 Fed hints at hike. Iran deal signed in France. Oil down 10%.

Iran deal signed. SpaceX public at $161. Warsh's first Fed meeting tomorrow.

172K jobs. Market sold off anyway. Iran deal on Trump's desk.

Strait framework. Dow record. Nvidia, SpaceX, Cerebras all making history.

9 straight winning weeks. Best month of 2026. Then Iran escalated.

“The most important thing to do if you find yourself in a hole is to stop digging.” — Warren Buffett May 18, 2026   Happy Monday, folks. Every week we put this together so you’ve got a straight-talking read on what happened in the markets — and what it means for your money. No products. No pitches. Just plain talk. Look different? We’re constantly looking for ways to improve our weekly commentary. If you know of anybody who would fi