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Commodities rebound strongly in July while US bonds fall, keeping markets mixed for the second month.

Market News
03 Aug 2026
Seeking Alpha
View Source
Neutral
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In July, markets showed mixed performance with commodities rebounding sharply after a steep decline in June, outperforming other asset classes significantly. Meanwhile, US bonds underperformed, dropping 1.3% in July and slipping 0.5% year-to-date. This divergence highlights ongoing volatility and shifting investor preferences across asset classes. Investors should watch these trends as they may signal changing risk appetites and economic outlooks.

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