Long-term interest rates returned to the center of the market conversation.

Rising U.S. Treasury yields, renewed pressure on energy prices and signs of greater caution among American consumers shaped investor sentiment during the week.

With the 30-year Treasury yield reaching its highest level since 2007 and oil prices moving higher amid renewed supply concerns, markets were forced to reassess the interaction between inflation, fiscal conditions and the outlook for interest rates.

Equities remained relatively resilient, but the pressure was more visible in technology shares, highlighting the sensitivity of growth-oriented assets to changes in long-term yields.

In this edition of our Weekly Market Report, we examine the forces shaping this increasingly complex macroeconomic environment and what they may mean for investors.

Read the full report on our website and LinkedIn.