Recent News and Insights
Market Commentary: September 17, 2026
Markets navigated a difficult week as oil prices surged alongside 10-year Treasury yields. Unfortunately, the view ahead also looks far from smooth sailing. We believe investors should brace for continued near-term volatility as markets confront a number of headwinds, both new and ongoing.
Why the Treasury market’s newfound calm could break down in September
MarketWatch - Hank Smith, Director and Head of Investment Strategy, was quoted in a [...]
Market Commentary: August 19, 2026
Two of the main headwinds facing U.S. equity markets are inflation and rising long-term interest rates. While inflation remains sticky, the most recent CPI data showed some easing in price pressures. However, attention has increased on the Treasury yield curve, and by extension, what interest rates and the scale of U.S. Treasury debt issuance are signaling about America's fiscal health.
