Market’s Uneven Response to Higher Rates

Published on October 15, 2026

In this article, Russ Koesterich discusses how tech strength is hiding broader market weakness, as higher rates begin to weigh on rate-sensitive sectors.

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Combining Growth Optimism With Fundamental Discipline

October 15, 2026
In a recent webcast, Ari Polychronopoulos, TMX VettaFi’s head of RAFI Indices™, and Brent Leadbetter, TMX VettaFi’s head of RAFI Distribution, discussed growing market concentration risk.

AI Stocks Rebound, but Concentration Risks Remain

October 15, 2026
In a week marked by continued concerns about rising interest rates, the bond market found some relief after two large Treasury auctions of 10- and 30-year securities were well received by investors. The week’s most significant development came Thursday, when questions emerged about OpenAI’s revenue. Reports suggested revenue was running at a $50 billion annual pace, well below the $70 billion inve