Home Market Outlook Today's Market Summary Rising oil prices and geopolitical tensions are fueling inflation, with April CPI expected to show a 0.6% monthly increase and a 3.8% annualized rate. Treasury yields are climbing, with the 10-year potentially reaching 4.5–4.75% and the 30-year up to 5.25%, presenting attractive long-term value. Current fixed-income allocations favor money market funds at 3.5%, but higher yields this summer may justify extending duration and exploring corporate debt opportunities. The anticipated inflation surge appears temporary; disinflation and slower growth could enable Fed rate cuts if AI investment spending peaks within 12 months. This idea was discussed in more depth with members of my private investing community, The Portfolio Architect.…