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Treasurist recommends re-entering tech stocks at half position after recovery
Treasurist unveiled its weekly investment plan for August 24-28, 2026, recommending a half-sized re-entry into global tech equity funds after tech stocks have recovered well since the start of this month. The NASDAQ-100 index is now just 2.0% away from its previous all-time high, while the S&P 500 and Euro STOXX 50 set new all-time highs again midweek before closing the week only slightly lower. US inflation for July 2026 came in exactly as expected across the board, keeping the 10-year US Treasury yield steady in a narrow range of 4.65% to 4.70%, while the 1-year yield fell from 4.04% to 3.97%. Similarly, the US Dollar Index moved in a narrow range of 99.6 to 100, and the Thai baht against the US dollar moved in a narrow range of 33.0 to 33.1. Treasurist continues to recommend keeping risk hedges in place.