Recent News and Insights
2026 Fall Outlook
Investors are navigating a market environment increasingly shaped by a sequence of interconnected forces. Geopolitical tensions are keeping energy prices high. Rising energy prices are contributing to persistent inflation pressures. Elevated inflation is keeping the Fed hawkish and contributing to higher Treasury yields. But despite these headwinds, the U.S. economy continues to demonstrate resilience.
Market Commentary: September 9, 2026
As the NFL season kicks off, investors are also awaiting an important play call from the Federal Reserve. At its September meeting, the Fed must decide whether recent inflation progress is sufficient to keep rates unchanged or whether a rate hike is needed. Regardless of the call, we see several fixed income themes that remain important.
Market Commentary: September 2, 2026
The last week of August is typically reserved for holiday vacations and back-to-school prep. However, this August demanded investors’ attention as markets had no shortage of consequential news to process. Our key takeaway: the bull case, founded on capex-driven earnings growth, remains intact.
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