Weekly Commentaries

AE Wealth Management: Weekly Market Insights | 10/11/26-10/17/26

By Basil Schmitz | October 19, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Oct. 11-17, 2026 Inflation ramps up, upsetting markets After it appeared inflation was stabilizing (if not mildly improving), the September numbers blew up in our faces. The continued strain of higher energy prices, especially diesel fuel costs, has reignited inflation as we head into the fall. The consumer…

AE Wealth Management: Weekly Market Insights | 10/4/26-10/10/26

By Basil Schmitz | October 13, 2026

Weekly Market Commentary THE WEEK IN REVIEW: October 4-10, 2026 Yields and oil cool long enough for markets to set new records With all that’s going on, who would have thought we’d see new records in the S&P 500 and Nasdaq? That’s exactly what happened last Tuesday. If you listened to the pundits, the sky…

AE Wealth Management: Weekly Market Insights | 9/27/26-10/3/26

By Basil Schmitz | October 5, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Sept. 27 – Oct. 3, 2026 Yields keep climbing The bond market rout that started two weeks ago spilled over into last week. Oil prices declined from the mid-$90s to below $90 per barrel as Strait of Hormuz traffic seems to be picking up without any type of…

AE Wealth Management: Weekly Market Insights | 9/20/26-9/26/26

By Basil Schmitz | September 28, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Sept. 20-26, 2026 Yields scream “enough!” Bond markets finally lost patience with the goings-on in Iran and the progress (or lack thereof) on inflation.1 The Iran situation has been smoldering all summer, with plenty of finger-pointing, rhetoric, counter-rhetoric, threats and counterthreats. The immediate and most direct economic and…

AE Wealth Management: Weekly Market Insights | 9/13/26-9/19/26

By Basil Schmitz | September 21, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Sept. 13-19, 2026 The Fed hikes Well, they did it. On Wednesday, the Federal Reserve raised its target for short-term interest rates by a quarter point to a range of 3.75%-4.00%.1 It’s the first hike since July 2023, and the vote was unanimous. Fed Chair Kevin Warsh’s post-meeting…

AE Wealth Management: Weekly Market Insights | 9/6/26-9/12/26

By Basil Schmitz | September 14, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Sept. 6-12, 2026 Inflation rose in August — will rates follow? To pretty much no one’s surprise, inflation ticked back up in August, mostly due to the higher price of oil this summer. Producer prices were the first to be reported this week, and those moved up 0.4%…

AE Wealth Management: Weekly Market Insights | 8/30/26 – 9/5/26

By Basil Schmitz | September 8, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 30-Sept. 5, 2026 It feels like we’ve seen this before After a month of relative quiet, the U.S. pounded Iran again after Iran fired on U.S. personnel, U.S. allies and multi-national ship traffic in the Strait of Hormuz.1 This predictably pushed up oil prices, and yields and…

AE Wealth Management: Weekly Market Insights | 8/23/26 – 8/29/26

By Basil Schmitz | August 31, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 23-29, 2026 Markets are going to market After hitting new records, the markets have been moving sideways to slightly downward for the past few sessions. And it’s not one single thing that’s holding us back, but rather a variety. On the plus side, second-quarter earnings have been…

AE Wealth Management: Weekly Market Insights | 8/16/26 – 8/22/26

By Basil Schmitz | August 24, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 16-22, 2026 $40 trillion and counting The U.S. national debt surpassed $40 trillion last week.1 And markets, which have been ignoring pretty much everything lately, suddenly woke up and took notice of the number.2 That’s what happens when we hit any milestone; we’re not really different on…

AE Wealth Management: Weekly Market Insights | 8/9/26 – 8/15/26

By Basil Schmitz | August 17, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 9-15, 2026 Markets set records while the Iran stalemate grinds on There’s something surreal about watching stocks climb to new highs while the world’s busiest oil route sits effectively shut. The S&P 500 cleared 7,800 for the first time on Thursday, setting its 27th record close of…