TritonPoint Wealth

Market Recap: Volatility Returns as Inflation Pressures Persist

Equities pulled back this week, led by tech, as hotter-than-expected producer prices and persistent inflation concerns weighed on sentiment. Despite a resilient labor market, markets are beginning to price in a higher probability of additional rate hikes heading into year-end.

Notable themes:
• Strong jobs data continues to support economic resilience
• Inflation remains sticky, particularly at the producer level
• Rate hike expectations are rising again
• Risk assets face renewed pressure amid macro uncertainty

From equities and rates to commodities and crypto, we break down the key drivers shaping markets this week.

👉 Read the full recap: https://www.tritonpointwealth.com/investments-market-recap-week-ending-june-12-2026/

Today we’re celebrating a very special birthday for our COO, Deatra Vailes.

Thank you for your leadership, dedication, and the countless ways you’ve helped shape and strengthen TritonPoint. Your impact on our team and our growth does not go unnoticed, and we’re incredibly grateful for everything you do.

Wishing you a wonderful birthday and an amazing year ahead!

How do you define “enough” when it comes to wealth?

In his latest blog, Peter Halbrook explores why financial independence isn’t about hitting a specific number—it’s about building sustainable cash flow, protecting outcomes, and creating real optionality.

A thoughtful perspective for high earners and families navigating the transition from growth to preservation.

Read more: https://www.tritonpointwealth.com/how-much-is-enough/

Markets kicked off June on a mixed note as resilient data meets lingering inflation pressure.

📊 Highlights:
• Dow +1.76% led, Nasdaq -0.32%
• 10Y yield at 4.47%
• Strong ISM Services & job openings data
• Fed Beige Book points to modest growth + persistent inflation
• ~69% probability of a December rate hike
• AI divergence: NVDA +, AVGO -, CRWD pulls back
• Bitcoin -13.6% while oil +6.5%

Investors remain selective as macro strength collides with tighter conditions and geopolitical risk.

👉 Read the full recap: https://www.tritonpointwealth.com/investments-market-recap-week-ending-june-5-2026/

As mega-cap private companies continue to scale, many investors assume their eventual IPOs will trigger major shifts across market indices.

In this piece, Jonathan Rosner breaks down a critical—but often misunderstood—concept: float-adjusted market capitalization and what it really means for passive flows, index weightings, and portfolio construction.

A must-read for anyone thinking about the next wave of IPOs and their real market impact.

Read more: https://www.tritonpointwealth.com/lost-in-the-float-what-investors-are-missing-about-mega-ipos/

Markets climbed this week as falling yields and resilient tech momentum pushed equities higher—but under the surface, macro data and Fed expectations continue to tell a more nuanced story.

📈 Nasdaq led gains (+2.37%), followed by the S&P 500 (+1.58%) and Dow (+0.76%)
📉 10-year Treasury yield fell to 4.45% (-12 bps)
📊 Mixed economic data + firm inflation (PCE +3.8% YoY) reinforced a hawkish Fed outlook

Meanwhile, AI and tech dominated headlines—driving major corporate moves and market leadership.

👉 Read the full market recap here: https://www.tritonpointwealth.com/investments-market-recap-week-ending-may-29-2026/