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- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 22, 2026
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- Earliest in this view
- Aug 17, 2026
Latest issues
Five Percent (opens the original)
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Week ending September 18, 2026The short versionThe Fed raised rates for the first time since 2023. A unanimous 12-0 vote took the benchmark rate to 3.75%-4%, and 16 of the 18 officials who submitted forecasts expect another increase this year. Markets price a 90% chance of one by December.The ten-year Treasury yield touched 5% on Friday. Raising short-term rates did nothing to calm long-term ones. The stocks most sensitive to borrowing costs, including transports, small companies and industrials
The Index Was Flat. Nothing Else Was. (opens the original)
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Dynamic Wealth Group │ Week ending September 4, 2026Subscribe nowThe short versionThe S&P 500 finished the week up 0.1%. That flat number hid a 9.5% move in oil, a 1.3% drop in small companies and high-yield bonds falling all week.Oil had its biggest week since July. US crude rose 9.5% to $91.31 as the US and Iran traded military strikes for the first time since July. Gas reached <stro
The Treasury Blinked (opens the original)
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The week in markets, one dimension at a time.Subscribe nowStart hereFor two weeks this newsletter has made the same argument: the government’s borrowing costs are being set by supply and demand for its debt, not by what the Federal Reserve does, and that breaks the usual reason people own long-term bonds.This week the U.S. Treasury agreed — and did something about it.On Wednesday the Treasury announced a surprise plan to buy back far more lon
The Market Liked the Bad News (opens the original)
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Dynamic Wealth Group | Week ending August 14, 2026Start hereThis week the economic news was bad and stocks went up anyway.Retail sales fell. Consumer confidence fell hard. Factory-gate inflation came in cooler than expected. Every one of those readings points to an economy losing steam — and every one of them made a September rate hike less likely. Markets cared about the second part.The S&P 500 finished the week up about 0.4% and logged a third straight weekly gain, its longest run since May. S
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