Investment Review - August 2025
- The S&P 500 and Nasdaq indices closed just off of record all-time highs during the month of July. During the month, the S&P 500 gained 2.2%, the Nasdaq Composite gained 3.7%, and the Dow Jones Industrial Average gained 0.8%.
- U.S. treasury yields were mixed in July with the 10-year yield rising 16 basis points (0.16%) to 4.39%, while the 2-year yield was nearly unchanged at 3.72%. Higher inflation rates may have pushed the long-dated bond yields higher as investors seek compensation for erosion of purchasing power.
Key Investment Statistics
Sources: FactSet, Dow Jones Publishing, Bloomberg, Labor Department, National Assoc. of Realtors, U.S. Bureau of Economic Analysis, S&P Global Market Intelligence, U.S. Federal Reserve, U.S. Department of Commerce, Moody’s Ratings, Reuters
Disclosure: This commentary reflects the opinions of Welch & Forbes based on information that we believe to be reliable. It is intended for informational purposes only, and not to suggest any specific performance or results, nor should it be considered investment, financial, tax or other professional advice. It is not an offer or solicitation.
For more information, call 617-557-9800, or email info@welchforbes.com.