October 16th, 2026

Earnings Lead the Way, But Capital Gets Expensive Earnings give the market a solid footing heading into the fourth quarter. The problem is the cost of money. With the 10-year Treasury above 5% and Brent crude over $100, inflation is running hotter than the Fed would...

October 9th, 2026

Earnings Are Winning. But the Headwinds Are Growing Earnings and growth are strong, but macro headwinds are growing louder. The market is entering a critical stretch. Corporate earnings and growth continue to support equities, but rising interest rates, elevated oil...

October 2nd, 2026

Stocks Keep Climbing the Wall of Yields The market refuses to break. The 10-year touched 5.34% this week, Brent sat near $100, and inflation stayed elevated, yet growth and earnings keep delivering. Treasuries just posted their worst quarter since 1994, but October...

September 28th, 2026

Stocks Shrugged Off 5% Yields. Now the Jobs Report Gets a Vote. Last week, the 5% on the 10-year was the data point to watch. It broke, and stocks kept goinganyway. The 10-year closed at 5.17%, up from 5.00% a week ago. After finishing Thursday at 5.18%, after...

September 25th, 2026

The Market Absorbed a Lot This Week, and Held Together The economy isn’t breaking; the bond market is repricing it. Strong growth and resilient earnings remain supportive, but they also limit the Fed’s ability to ease, and this week showed that even...