Investors have been warily eyeing rising Treasury yields since the start of May, with some fretting that the latest jump in borrowing costs could soon start hurting stocks.

The S&P 500 is lagging an MSCI index tracking global stocks by more than 10 percentage points this year, according to Dow Jones Market Data. If that gap holds through year-end, it would be the widest annual margin since 1993.

U.S. family offices, the private investment arms of wealthy families, had 86% of their portfolios in North America in the first quarter, up from 74% in 2020.

As the U.S. threatens the rest of the world with tariffs, it appears the U.S. stock market is taking the trade war the hardest. Morningstar reported that foreign large-blend stock funds have returned 12.

Oil futures settle lower for a second straight session after a rally on a report that Israel may be preparing to attack Iran's nuclear facilities fizzled out. Market focus turned to fundamentals as the EIA reported a second straight weekly build in U.

Constellation Energy, the largest nuclear operator in the U.S., rose by 3% by Friday afternoon, while shares of uranium mining firms Uranium Energy (23%), Energy Fuels (17%), Cameco Corp. (9.5%) and Centrus Energy (22%) also spiked in value.

Stocks are essentially flat during the second year of a presidential term — and soar in the post-midterm election third year.

Emerging markets are in the spotlight again as the “sell U.S.” narrative gained fresh momentum after Moody’s recent downgrade of U.S. credit rating.

The result was a huge spike in the U.S. money supply -- specifically, the measure of money supply known as M2. It's a measure of all the cash people have on hand, the money deposited in checking and savings account, and other short-term investments like certificates of deposit (CDs) maturing within a year.

The "sell America" trade hasn't waned among global investors surveyed by JPMorgan even as US stocks have rallied back after April's tariff chaos.