The market is moving from a powerful earnings season to a two-sided macro debate, with rates at the center. Expect choppiness but view weakness as an opportunity.
Special Commentary Special Commentary
Pacing AI development doesn’t guarantee slower adoption
Market Pulse Market Pulse – September 14, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Special Commentary The national debt has entered the chat
Economic Data TrackerHotter inflation makes rate hike more likely
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Market Pulse Market Pulse – September 8, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker Higher energy costs reemerge
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
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I’ve Been Meaning to Do That: From Purpose to Action
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