Our Insights
The Power Of Perspective
Our Insights
Outlook
October 12, 2026
Financial markets failed to sustain positive momentum through the third quarter of 2026 as global equities and bonds adjusted to sharply higher interest rates. Rates across most short- and long-term maturities rose, resulting in a parallel upward shift of the yield curve. While identifying a single reason for this move is difficult, we believe a combination of macro factors is at play. Higher short-term rates reflect the Federal Reserve’s intensified commitment to stabilizing...