Weekly Market Update March 30 - April 2, 2026

0:00Hello, and welcome to the personal wealth coach market episode with Jake McClure. This week, the S&P 500 stock index had an energetic one. It climbed 3.36 percent this week to finish at 6,582.69. Even with that bounce, however, the index remains lower by 3.84 percent year to date. Longer term results continued to look healthy with a 16.08 percent gain over the past 12 months. 16 percent's not bad even when we're in the middle of a downturn, especially in the middle of a downturn. Over the last three years, it's up 59.6 percent. That's quite impressive. The CRSPU US mid cap value index, which is our more state and conservative index, also moved higher ended ending the week at 3,203.3. That's a 1.71 percent increase for the week and it leaves the mid cap

1:03value stocks up 4.51 percent year to date. That's quite positive and 14.22 percent over the twangling 12 months. It's quite a nice return on both indexes when we're looking back 12 months. The mid cap value index looks good even for the year. Interest rates however drifted lower. That's also good. Over the week, the 10-year US Treasury note fell to 4.31 percent as it's yield from 4.44. It's a minor shift but nice to offer borrowing costs. The 20-year US Treasury bond yield also came down a bit this week from 4.99 percent to 4.88 percent. The very short term rates were largely unchanged. The two-month Treasury bill edged up slightly to 3.73 percent. Over on the energy side of things, West Texas Intermediate, that's the real story of the week.

2:05Iran is having its moment on oil prices. The conflict over there has caused prices to surge. It was up 11.7 percent for the week, ending the week at $111.55 per barrel. That's big news. It surged after the President's speech. We were, I think, a lot of the investment world was hoping for clarity and we really got the same kind of information that has been so far normal of, yes, we're there, yes, things are blowing up and we think it's going to be three weeks. But that moving three weeks number has been what we've been talking about since three weeks ago and a week before that. So without clarity, the market reacts. This isn't me trying to criticize. It's simply me saying uncertainty is the bane of status quo prices. So if you want things to go up in price, just introduce some uncertainty. In the end of all of this, we'll probably have

3:08higher gas prices for quite a while. Just kind of plug that into your pocketbook thinking. I recommend checking out the other podcasts that we're doing today. Basically talking in depth about the specifics of how war and conflict can cause massive shifts in technology that are already underway to intensify and speed up greatly. And it's, I think, it's worth doing. But I'm prejudiced on the subject. Thank you very much for listening. This has been the personal wealth coach in Jake McClure signing off. The personal wealth coach is an SEC registered investment advisory firm. Just because we're registered with the SEC doesn't mean that the SEC endorses us in any way. They don't do that. They're the regulators. And just because we're registered to give investment advice doesn't mean that that's what's going to happen on the podcast. In fact, we won't be giving any investment advice on the podcast that needs to be given to people that we know thoroughly.

4:11And there's a number of listeners to this podcast who I've never met in person, though I wish I could. And I'm going to be quoting a whole bunch of information from different sources all over the planet. We're getting that information from sources. We deem to be reliable, but we're not warranting, guaranteeing or any kind of team how accurate that data is. And finally, our contact information, if you need to get a hold of us for whatever reason, our phone number is 2549471111 or 1-800-914-7526. You can also go to our webpage tpwc.com or thepersonalwealthcoach.com.