The price of silver has continued its pattern of bigger moves following a crash at the end of January.

Stocks are shaky following Friday's sell-off in reaction to rising yields and oil. Treasuries might continue calling the shots in a week dominated by retail earnings and Nvidia.

Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.

Our point of view on recent market and economic activity.

Both the S&P 500 and Nasdaq Composite hit fresh all-time highs this week as money continued to flow into the tech space. However, today's spike in Treasury yields is triggering some profit taking.

The S&P 500 and Nasdaq Composite are hitting fresh record highs as easing oil prices, Treasury yields, along with optimism over the Trump/Xi meeting boost investor sentiment.

Investors might be focused on any trade news coming out of the U.S. meeting with China, as well as any progress addressing the war. April retail sales could reflect rising prices.

Yields for preferred securities have generally risen more than corporate bond and long-term Treasury yields over the past few months, making them more attractive to investors.

After a hot CPI, investors expect more of the same from PPI today. Rate hike odds and yields rose with oil early this week, while Cisco reports later and Trump visits China.