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Market Update-Third Quarter-October 2026
Summary •The S&P 500 gained 2.3% in the third quarter, closing the quarter at 7,652, with record highs set along the way. But the quarter’s real story was in the bond market: the Federal Reserve delivered its first hike in more than three years, and the 10-year...
Retirement Times October 2026
October 2026 This month's Retirement Times discusses the following: The Hidden Retirement Cost of Employee Caregiving IRS Provides Update on Opinion Letters for DC Qualified Pre-approved Plans Court Narrows Earlier Ruling on Brokerage Window Fee Disclosure in Alas v....
The Morning View: October 2, 2026
https://vimeo.com/1232374711 In this morning’s data, the economy added just 29,000 jobs in September, less than expected, and the previous month was revised lower. Reviewing the individual categories, the Health Care and Social Assistance industry was relatively...
Investment Outlook – October 2026
The Beginning of the End … of 2026 It’s a little early to write a postmortem on 2026—after all, there are three months left before we can ring in 2027—but it’s already been a momentous year. On the plus side, the stock market, as represented by the S&P 500, grew...
Rate Watch- October 2026
The Cost of Waiting for Higher Yields What Yield Would Make Waiting Worthwhile The recent rise in bond yields and the uncertain path for rates going forward provide an opportunity to reflect on what a bond's yield-to-maturity represents, and how it fits into a broader...
The Morning View: September 24, 2026
https://vimeo.com/1229908946 In this morning’s data, Initial Jobless Claims were 197,000 for the week ending September 19th, less than expected and a slight decrease of -1,000 from the previous week’s revised figure. Continuing Claims were 1,719,000 for the week...
Post-FOMC Thoughts – September 16, 2026
Fed Signals the Start of a Modest Tightening Cycle The 2026 PIVOT is Here: The Fed Announces Tighter Monetary Policy As of this morning, Fed Funds futures markets indicated a 93% chance that today’s meeting would result in a 25bp rate hike. The same gauge also...
The Morning View: September 16, 2026
https://vimeo.com/1227370823 Announced this morning, Retail Sales increased by 1.2% in August, higher than expected, and a sizable rebound from the negative reading in the previous month. The Control Group, which is a closer measure of the inputs for GDP that...
The Morning View: September 11, 2026
https://vimeo.com/1225957094 Announced this morning, the Consumer Price Index (CPI) increased 0.4% in August, as expected and was three-tenths higher than the previous month’s increase. On an annual basis, it grew 3.4%, the same as the previous month. The core rate,...
Market Update- September 2026
Summary •Long-duration government bonds were August’s focal point. The 30-year U.S. Treasury yield reached 5.31% on August 18, its highest level since June 2007, while long-dated sovereign yields rose across other major developed markets. Japan’s 10-year...