The AI Boom Is Setting Up the Fed for a Rate Seesaw

Published on October 22, 2026

The boom is currently pushing interest rates up in two ways. First, the investment spending is boosting economic growth and straining the nation’s financing capacity. Second, the boom has been accompanied by a buoyant stock market, which is lifting household wealth and bolstering consumer spending.

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Schwab Enters International Bond ETF Ring With 0.06% Fee

October 22, 2026
As investors look beyond U.S. borders for fixed income diversification, Schwab Asset Management is entering the international bond ETF race with the Schwab International Bond ETF (SCIN). Expected to begin trading on the NYSE on October 21, 2026, SCIN pairs international investment-grade bond exposure with an ultra-low 0.06% net expense ratio.

Friedman vs Woodford

October 22, 2026
The new policy regime the Fed has lost touch with the economy. It has eradicated a lot of market feedback by eliminating banks from trading federal funds. It has separated interest rates from money supply growth.