Stock Market’s Wall of Worry Gets Taller

Published on October 1, 2026

Assessing the wall of worry. Here, we assess the market's growing wall of worry, explain why these worries warrant attention, and justify our continued constructive intermediate-to-long-term stock market outlook.

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Strong U.S. Growth Meets Rising Rate Risks

October 1, 2026
Economic data from last week continued to paint a picture of a robust U.S. economy with an accelerating pace of growth. After a strong durable goods report showed business fixed investment continuing to rise on the back of ongoing AI data center buildouts, the Atlanta Fed’s GDP Now estimate for third-quarter real economic growth remained at an elevated 5 percent.

Treasury Yields Hit Post-GFC Highs as Fed Signals More Hikes Ahead

October 1, 2026
Last week the S&P 500 rose 1.2 percent and the NASDAQ gained 2.1 percent, hitting a fresh record close earlier in the week, while the Russell 2000 fell 0.8 percent. The bigger story, however, was in rates. The 10-year Treasury yield pushed through 5.2 percent, its highest level since June 2006, and the two-year briefly topped 4.9 percent, its highest in over two years.