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- September 16, 2026
Investors have worried that higher yields would drive foreign buyers out of the US corporate bond market. So far, that hasn’t happened. Despite a sharp rise in Treasury yields this year, foreign demand for US corporate bonds has remained robust, according to Goldman Sachs. Through the end of June, net foreign purchases of US corporate
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- September 15, 2026
Markets see the result of this week’s Federal Reserve meeting as nearly a foregone conclusion, but the implications for markets are more up in the air. Markets are pricing about 93% odds of a rate hike at the end of the Fed’s policy meeting on Wednesday. With inflation at 3.4%, long-term Treasury yields spiking, and
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- September 8, 2026
Following the Federal Reserve is the closest thing market-watchers have to an ongoing soap opera. The “will they / won’t they” push-and-pull around interest rates can turn on a dime, depending on the day’s news. The central bank’s next move is always under a microscope. But for the entirety of 2026 so far, the Fed
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