Speed Bumps? How Rate Spikes Shape US Stock Valuations

Published on November 13, 2026

Higher interest rates tend to pressure equity valuations, but the level of yields alone doesn’t tell the whole story. Historical evidence suggests that the speed and scale of rate moves matter more, which helps explain why US stocks have gotten cheaper this year—even as markets have risen.

Continue reading on website
Other news

Three Questions CFOs Should Ask About Their Investment Program

November 13, 2026
CFOs may not manage an investment program day to day, but they remain accountable for many of the outcomes it can influence. The cost of the program, the performance it delivers and the risks it carries can all have implications for the broader organization.

Where Does AI Investment Go After the Election?

November 13, 2026
Artificial intelligence may be the defining market theme of 2026, fueled by enormous investment in the data centers, semiconductors and infrastructure needed to support it. The Democratic wave that emerged from the midterm election could signal a turning point for US AI policy tied to a fundamental shift in the political environment.