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The first full week of July saw stocks advance and bonds pull back. More of the same! Last week, I discussed the risks of inflation and how to protect your portfolio. A Look at the Market The S&P 500 has returned 11.3% with dividends included, and the price is up 10.7% for SPDR S&P 500 ETF (SPY) in 2026 so far. This leaves the market on track to post a return for the full year in excess of 20%. At the same time, iShares Core US Aggregate Bond ETF (AGG) has declined in price i