Weekly Market Commentary September 08, 2026 The Markets The bond market isn’t happy. The United States Treasury market is the biggest and most liquid government bond market in the world. Throughout 2026, rates on U.S. Treasuries have increased. The benchmark 10-year Treasury started the year at 4.2 percent and ended last week at 4.8 percent. The 2-year Treasury note rose more sharply, from 3.6 per...

Weekly Market Commentary August 31, 2026 The Markets Artificial intelligence (AI) is driving the market and the economy. Last week, markets experienced a burst of AI enthusiasm after a leading chip manufacturer’s earnings report exceeded expectations. The company anticipates revenue will grow by 70 percent over the coming year. Its shares advanced, as did shares of other AI-related stocks. “The S...

Weekly Market Commentary August 24, 2026 The Markets Investors may have a rosier view of the future than consumers do. In 2026, markets have been volatile with major U.S. stock indexes posting new highs and new lows. “The S&P [Standard & Poor’s] 500 posted 30 new highs and one new low; the Nasdaq ⁠recorded 155 ​new highs and 85 new lows,” reported Noel Randewich and Avinash P. of Reuters i...

Weekly Market Commentary August 17, 2026 The Markets Reading the economic tea leaves. The stock market is forward-looking, which means that it reflects investors’ expectations for the future. No one knows exactly what will happen in the months ahead, but investors try to gain an edge by interpreting economic information. Last week, we saw information about inflation, consumer spending, and consume...

Weekly Market Commentary August 10, 2026 The Markets The rally continues. A lot of factors influence the United States stock market, including economic trends, market sentiment, and government and Federal Reserve (Fed) policies. However, many investors consider earnings, which reveal how profitable a company is after paying expenses, one of the most important indicators of company and market healt...

Weekly Market Commentary August 03, 2026 The Markets Federal Reserve (Fed) Chair Warsh shakes the market's confidence. Former Fed Chair Ben Bernanke has said that "monetary policy is 98 percent talk and only 2 percent action.” He meant that public statements are powerful tools that can shape the market’s expectations around future Fed actions. That proved true last week, when the Fed appeared to l...

Weekly Market Commentary July 27, 2026 The Markets Sometimes, the road is rough. In the early 1900s, riding in new-fangled automobiles was a bone-jarring and physically exhausting experience. Roads were unpaved and rutted, jolting passengers relentlessly. Shock absorbers changed that. Working in tandem with the spring suspension, they made the ride a lot smoother. A two-part system smooths the rid...

Weekly Market Commentary July 20, 2026 The Markets Rethinking expectations for inflation and artificial intelligence (AI). It was a rough week for Wall Street. The Standard & Poor’s 500 Index (S&P 500) fell about 1.5 percent, the Nasdaq Composite dropped 2.8 percent, and the Dow posted its weakest weekly performance since late March, reported Naomi Buchanan of Barron’s. Here’s what happene...

Weekly Market Commentary July 13, 2026 The Markets America's wealth looks different than it did just a couple of generations ago. A lot has changed since 1989. Back then, there were no smartphones or streaming services. There wasn’t an app for anything. The first digital camera arrived the previous year, and the first handheld global positioning system (GPS) became available in 1989. While technol...

Weekly Market Commentary July 06, 2026 The Markets The market spent the first half of 2026 floating like a butterfly. The market slipped every punch during the first six months of 2026, and there were a lot of them: the Iran War, gyrating oil prices, rising inflation, changed interest rate expectations, employment concerns, and mounting national debt. Each issue stepped into the ring swinging and,...