{"id":9143,"date":"2026-07-31T17:33:05","date_gmt":"2026-07-31T17:33:05","guid":{"rendered":"https:\/\/vistamarkllc.com\/?p=9143"},"modified":"2026-08-09T20:09:24","modified_gmt":"2026-08-09T20:09:24","slug":"market-recap-outlook-your-weekly-market-compass-july-31-2026","status":"publish","type":"post","link":"https:\/\/vistamarkllc.com\/?p=9143","title":{"rendered":"Market Recap &#038; Outlook: Your Weekly Market Compass \u2013 July 31, 2026"},"content":{"rendered":"\n\n\n<!-- VISTAMARK - Week Ended July 31, 2026 - Lead-In - WordPress Custom HTML Block -->\n<div class=\"vm-jul31-li-root\" style=\"display:block !important;width:100% !important;clear:both !important;float:none !important;position:relative !important;left:auto !important;right:auto !important;overflow:hidden;\">\n<style>\n.vm-jul31-li-root { all: initial; display: block !important; width: 100% !important; }\n.vm-jul31-li-root *, .vm-jul31-li-root *::before, .vm-jul31-li-root *::after { box-sizing: border-box; }\n@import 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alt=\"Vistamark Investments LLC\" \/><\/div>\n    <div class=\"vm-jul31-li-byline\">\n      <div class=\"vm-jul31-li-byline-name\">Matthew Rice, CFA<\/div>\n      <div class=\"vm-jul31-li-byline-title\">Managing Partner &amp; Chief Investment Officer<\/div>\n    <\/div>\n  <\/div>\n  <div class=\"vm-jul31-li-body\">\n    <div class=\"vm-jul31-li-eyebrow\">Your Weekly Market Compass &nbsp;&middot;&nbsp; Week Ending July 31, 2026<\/div>\n    <div class=\"vm-jul31-li-rule\"><\/div>\n    <div class=\"vm-jul31-li-headline\">A Divided Fed Holds,<br><em>Megacaps Deliver as Yields Touch 2007 Highs<\/em><\/div>\n    <p class=\"vm-jul31-li-prose\">The Fed held rates in a rare 9-3 split with three officials dissenting for a hike, and the bond market objected, driving the 30-year Treasury yield above 5.2%, its highest since 2007, and the Dow down 1,153 points for its worst day since April 2025. Then the megacaps took over: Microsoft surged roughly 16% after Azure grew 43%, Amazon posted the first $200 billion quarter in its history, and the S&amp;P 500 recovered to a weekly gain of about 1%. Meta fell nearly 10% as AI costs surged, and Apple slipped despite becoming the first $5 trillion company. Meanwhile the conflict bent toward diplomacy: strikes were canceled over the weekend, and direct U.S.-Iran negotiations begin Monday, August 3. The July jobs report lands Friday.<\/p>\n  <\/div>\n  <div class=\"vm-jul31-li-stats\">\n    <div class=\"vm-jul31-li-stat\">\n      <div class=\"vm-jul31-li-stat-label\">FOMC Vote<\/div>\n      <div class=\"vm-jul31-li-stat-val vm-jul31-li-gold\">9-3<\/div>\n      <div class=\"vm-jul31-li-stat-sub\">Three dissents for a hike<\/div>\n    <\/div>\n    <div class=\"vm-jul31-li-stat\">\n      <div class=\"vm-jul31-li-stat-label\">30-Yr Treasury<\/div>\n      <div class=\"vm-jul31-li-stat-val vm-jul31-li-neg\">5.21%<\/div>\n      <div class=\"vm-jul31-li-stat-sub\">Highest since 2007<\/div>\n    <\/div>\n    <div class=\"vm-jul31-li-stat\">\n      <div class=\"vm-jul31-li-stat-label\">Microsoft<\/div>\n      <div class=\"vm-jul31-li-stat-val vm-jul31-li-pos\">+16%<\/div>\n      <div class=\"vm-jul31-li-stat-sub\">Azure-fueled surge<\/div>\n    <\/div>\n    <div class=\"vm-jul31-li-stat\">\n      <div class=\"vm-jul31-li-stat-label\">S&amp;P 500<\/div>\n      <div class=\"vm-jul31-li-stat-val vm-jul31-li-pos\">+1.0%<\/div>\n      <div class=\"vm-jul31-li-stat-sub\">Recovered the Fed rout<\/div>\n    <\/div>\n  <\/div>\n  <div class=\"vm-jul31-li-footer\">\n    <div class=\"vm-jul31-li-date\">Vistamark Investment Research &nbsp;&middot;&nbsp; August 2, 2026<\/div>\n    <a class=\"vm-jul31-li-cta\" href=\"https:\/\/vistamarkllc.com\/market-recap-outlook-your-weekly-market-compass-july-31-2026\/\" target=\"_blank\" rel=\"noopener\">Read the Full Report &rarr;<\/a>\n  <\/div>\n<\/div>\n<\/div>\n\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":52,"featured_media":8789,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[187,168,169,72,189,71],"tags":[],"class_list":["post-9143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-iran-and-israel-conflict","category-market-commentary","category-market-outlook","category-market-volatility","category-us-bombing-of-iranan-nuclear-sites","category-wealth-management"],"_links":{"self":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/posts\/9143","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/users\/52"}],"replies":[{"embeddable":true,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9143"}],"version-history":[{"count":3,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/posts\/9143\/revisions"}],"predecessor-version":[{"id":9146,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/posts\/9143\/revisions\/9146"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/media\/8789"}],"wp:attachment":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}