WisdomTree
Report published June 1, 2026
Weekly Commentary: Falling Yields Reinforce Equity Market Resilience – WisdomTree, June 2026
WisdomTree · June 1, 2026
Professor Siegel highlights market resilience driven by easing yields, falling energy prices, and the AI investment cycle, while clarifying that the equity risk premium remains attractive when compared to real rates.
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Finvaulta summarizes WisdomTree's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.The market remains resilient due to falling oil prices, easing Treasury yields, and the ongoing AI infrastructure buildout.
- 2.Economic growth remains stable with Q2 GDP estimates between 2% and 3%, despite a downward revision of Q1 GDP to 1.6%.
- 3.M2 money supply growth has turned positive for three consecutive months, indicating more supportive financial conditions.
Table of Contents
- Falling Yields Reinforce Equity Market Resilience
Report data
Key figures extracted from this report
| Metric | Estimate | Context |
|---|---|---|
| WTI Crude Price | 87 USD/barrel | Retreated from recent highs. |
| 10-year Treasury Yield | 4.44% | Moved down after threatening 4.75%. |
| Q1 GDP Revision | 1.6% | Revised down from initial estimate. |
| Real Yield (TIPS) | 2% | Used to calculate equity risk premium. |
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Authors / Editors
Jeremy J. Siegel · Senior Economist