The Next Phase of AI is an Earnings Story

Published on October 2, 2026

Franklin Equity’s Grant Bowers discusses why a higher cost of capital does not change the capital expenditure outlook.

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Higher Bond Yields Go Global

October 2, 2026
The sell-off in U.S. Treasury (UST) yields has continued pretty much in an unabated fashion In fact, multi-year high watermarks are being achieved throughout the fixed coupon maturity curve. The most widely followed development was the UST 10-year yield rising to its highest level since 2007.

What Midterm Elections Do – & Don’t – Mean for Bonds

October 2, 2026
Midterm elections are increasingly taking over the headlines, and that includes coverage of markets. While inflation, rates, and geopolitics probably have more outright impact on portfolios, investors and market watchers still look to midterm elections as a major event.