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The rest of the year looks set to be shaped bytrade wars,real conflicts,bond market gyrationsandmega tech IPOs. In other words: more of the same. Email me your hopes for the next four months. If this newsletter was forwarded to you, sign up here to get it in your inbox every weekend.OPENING LINE“Where is Japanese monetary policy set? As far as traders are concerned, the answer is increasingly Washington.”Read more:Takaichi’s Japan risks ceding policy control to US.FIVE THINGS I LEARNED FROM BREAKINGVIEWS THIS WEEKThe average maturity of UK government debt is nearly twice that of France, Italy and Japan. Following its Hong Kong IPO, fast-fashion firm Shein’s0625.HKvalue sank 75% below its $98 billion peak. U.S. bond yields imply inflation will average 2.3% a year over the next decade. 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How People are Building Their Nest Eggs Using 'rent and Invest' Strategies","url":"https://stock-news.laohu8.com/highlight/detail?id=2664358066","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664358066?lang=en_us&edition=fundamental","pubTime":"2026-09-04 23:57","pubTimestamp":1788537420,"startTime":"0","endTime":"0","summary":"Research says no. Sellers disagree.-- 7% mortgage rates are already here, some buyers and mortgage experts sayStock market warningsFrom the end of 2020, the S&P 500 returned nearly 124% through Sept. 3, with dividends reinvested. The index hasn't had a down calendar year since 2022. September has been the weakest month for the index, historically.This is turning out to be another decent year for the broad U.S. stock market, with the S&P 500 SPX returning 14% through Thursday, while the Dow Jones Industrial Average DJIA has returned 13% and the Nasdaq Composite Index COMP has returned 14.8%, all with dividends reinvested.Here's a look at year-by-year returns since the end of 2020:Total returns                        S&P 500  Dow Jones Industrial Average  Nasdaq Composite Index. End of 2020 through Sept. 3, 2026     123.7%                         95.4%                  114.9%. Source: FactSetThe chart above may appear to be rather smooth at first glance, but the S&P 500 declined 18.1% 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