Bumps Ahead

Published on September 25, 2026

The U.S. economy has traveled farther than most forecasters expected. Strong household spending, healthy labor markets and continued business investment have kept the expansion on course.

Continue reading on website
Other news

What’s Really Driving the Rise in Treasury Yields?

September 25, 2026
The rise in Treasury yields has prompted a familiar set of explanations. Some investors have pointed to government borrowing and persistent inflation, while others have focused on the possibility that artificial intelligence will lift economic growth and interest rates.

Fed Hikes: What's Next for Treasury Yields?

September 25, 2026
The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.