Key Catalysts for Markets in the Weeks Ahead

Published on October 27, 2026

The next two weeks bring an unusually crowded lineup of potential market-moving catalysts, including a Federal Reserve (Fed) policy meeting, the busiest stretch of third-quarter 2026 earnings season, the Treasury’s Quarterly Refunding Announcement and the midterm elections.

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The Other Side of Higher Yields

October 27, 2026
We have been arguing that the reset higher in yields has restored the dual role of bonds in multi-asset portfolios: providing attractive income while once again offering the potential for meaningful risk mitigation. This month’s tech market turbulence has provided a clear example: As equities came under pressure, U.S. Treasury yields fell amid a flight to safety, allowing duration to behave like a

Keynes Is Still with Us

October 27, 2026
Keynes’ influence is still very much alive. As one point of evidence, Robert Hall of Stanford University and Michael Woodford of Columbia University, champions of what is now known as “The New Keynesian Theory,” were recognized with this year’s Nobel Prize in Economics.