Want the Fastest Read on the Economy? Watch These Interim Reports

Published on September 3, 2026

Interim data takes center stage, with Costco, Ford, Robinhood and Charles Schwab offering fresh reads on consumers, autos and retail trading

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Rearranging the Debt Chairs

September 3, 2026
US Treasury Secretary Scott Bessent made waves with his recent announcement that the Treasury would at least double the size of its buybacks of long-term debt in the coming months. He argues that long-term yields do not reflect fundamentals, suggesting that the Treasury's intervention is aimed to restore proper market functioning.

When Rates Begin to Bite

September 3, 2026
In this article, Russ Koesterich explains how strong fundamentals have supported stocks, but rising bond yields may soon begin to challenge market valuations.