Ameriprise sees summer stock rally at risk as rising Treasury yields weigh on valuations

Ameriprise Financial, Inc.
S&P 500 index

Ameriprise Financial, Inc.

AMP

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S&P 500 index

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  • Ameriprise flagged a summer tug-of-war for US stocks, with AI-led growth support offset by rising Treasury yields and sticky inflation.
  • S&P 500 rose 0.9% for an eighth straight weekly gain; Russell 2000 climbed 2.7% as equities stayed near record levels.
  • Long-end yields hit levels not seen since before the Global Financial Crisis, tightening financial conditions and pressuring equity valuations.
  • Fed minutes signaled willingness to tighten further if inflation stays above target; market pricing shifted to hold or raise by year-end.
  • Nvidia results reinforced AI demand; revenue rose to over USD 81 billion from roughly USD 44 billion, yet the stock fell 4.5% last week.


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