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Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026

Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds...

Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026

Printer Friendly Version August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level...

Recent Posts

  • Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
  • Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
  • Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
  • Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
  • Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026

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