Today’s Interest Rates: Not the New Normal, Just Normal

Published on August 28, 2026

Markets are largely reducing expectations for a near-term U.S. Federal Reserve (Fed) rate hike, and we agree. July’s weak jobs report, the underwhelming retail sales report, and continued softening of the monthly inflation figures give the Fed room to stay patient in the coming months.

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Why 'Equal Weight' S&P 500 Funds Are Having A Moment

August 28, 2026
Market-cap-weighted funds are up almost 16% this year alone.

Small-Cap Stocks Step Out of Big Tech’s Shadow

August 28, 2026
In markets that have faced multiple sources of uncertainty this year, small-cap stocks have quietly moved to the front of the pack. Unlike the S&P 500, where performance has been heavily influenced by changing AI narratives, smaller companies have seen earnings improve across a broader set of sectors that are more closely tied to the overall US economy.