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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…

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…

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…

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%…

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…

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…

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…

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…

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 2-8, 2026 Jobs continue to weaken Looks like June’s jobs report wasn’t a fluke after all. We thought the last number was weak when it was reported that 57,000 new jobs were created in June. Well, that number was revised down to 20,000 — and then July…

Weekly Market Commentary THE WEEK IN REVIEW: July 26 – Aug. 1, 2026 Gulf heats up, GDP cools down After a pause in the bombing campaign to allow room for talks, hostilities resumed after Iran tried (and failed) to attack U.S. military personnel in the region.1 The story varies depending on which side you listen…