• Fidelis Capital outlined a volatile month as investors weighed resilient US data against rising yields, inflation concerns, oil shocks, and geopolitical risk.
• US equities were mixed: S&P 500 +0.1%, Dow +0.4%, Nasdaq -3.2%; flows rotated out of Technology into Energy, Healthcare, Financials.
• Treasury yields climbed, with the 10-year near 4.7% and the 30-year at 5.274%, the highest since 2007; 30-year mortgage rates rose to about 6.7%.
• Fed held rates at 3.5%-3.75% on a 9-3 vote; markets priced two hikes in 2026, with the next expected in September.
• WTI crude hit $92 a barrel intramonth, up more than 20%; the move was tied to renewed Iran conflict risk around the Strait of Hormuz.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Fidelis Capital LLC published the original content used to generate this news brief on August 06, 2026, and is solely responsible for the information contained therein.