2026 Quarterly Commentaries
Explore market commentary, firm updates, and practical insights designed to support portfolio discussions and client communication.
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Weekly Fixed Income Commentary – October 8, 2026
Economic Commentary Our Take The ISM prices paid index reaching its highest level in more than four years raises additional inflation concerns, particularly as services inflation has historically proven more…
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Weekly Fixed Income Commentary – October 1, 2026
Economic Commentary Our Take The general consensus is that the economy remains strong, the consumer remains resilient, inflation is still elevated, uncertainty around the conflict with Iran persists, and interest…
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Weekly Fixed Income Commentary – September 25, 2026
Economic Commentary Our Take Interest rates have been spiking almost relentlessly lately, on account of strong economic growth, high energy prices, supply shocks, and a Fed rate hike cycle. Fed…
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Weekly Fixed Income Commentary – September 16, 2026
fOMC Commentary Economic Commentary Our Take Strong August retail sales are yet another indicator that the economy has remained strong and resilient, while prices have remained high. While some of…
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Weekly Fixed Income Commentary – September 10, 2026
Economic Commentary our Take Interest rates continue their steady upward climb, as the fundamentals of higher energy prices and fiscal concerns combine with the technicals of rising supply, especially of…
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Weekly Fixed Income Commentary – September 3, 2026
Economic Commentary our Take Fed Chair Kevin Warsh’s Jackson Hole speech was a clear hawkish pivot, reversing some of the market’s post-July FOMC press conference concerns and credibility questions. Bond…







