US Treasury yields dipped after dovish FOMC minutes hinted at patience on rate hikes. Financials came under mild pressure, while REITs rallied on yield-sensitive buying. Allocators are rebalancing stock and investing positions toward sectors benefiting from rate stability over the next two quarters. I currently have a low allocation to bonds. However, I'm slowly increasing my allocation to bonds as I age by steadily investing a portion of my cash in top bond ETFs, such as the iShares Core U.S. Aggregate Bond ETF. I believe that's just a start, though. Energy Transfer is targeting annual distribution growth of between 3% and 5%. The LP is on the right track, announcing an increase of its distribution of more than 3% in July 2025. Apple shares ticked up 1.2% in premarket after reports of stronger iPhone sales in India, adding a bullish tone to large-cap tech sentiment. The Nasdaq futures suggest potential momentum if earnings remain resilient, but analysts warn that high valuations may limit upside in growth-driven stock and investing plays.