U.S. Market & Money

• Fed projections show 3.7% PCE inflation for 2026 after a unanimous quarter-point rate hike to 3.75%-4%, with cooling only gradual through 2028.
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The S&P 500 rebounded, yet investors are bracing for the scariest month for stocks, underscoring that one-day gains do not remove seasonal volatility concerns.

• 30-year fixed rates average 7.36%, up 0.27 points from a week ago, with 15-year fixed at 6.60%.
• The Fed raised its target range to 3.75-4.00% in...

Treasury bill issuance turns from paydowns to net issuance starting October 1, reversing September's liquidity support.

• Weekly net issuance ramps to...

The Fed raised rates by 0.25 point on September 16 as inflation shows no improvement, with gas prices climbing due to Iran conflict.

• Savers...

Stock prices often chase fads and predict recessions that never arrive, but interest rates reliably signal real economic forces at work. For long-term...

Mortgage rates track long-term bond yields and investor demand far more than the Fed's overnight rate. The 10-year Treasury yield sets the baseline;...

Multiple Fed policymakers are reinforcing the need for restrictive policy while framing any further hikes as conditional on incoming data.

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The September quarter-point hike to 3.75%-4.00% was already priced in, so bond yields barely moved and stocks finished the week flat.

• Fed guidance...

The stock market being 'priced for perfection' puts the S&P 500 in danger of disappointment, echoing 2022 when rate hikes, slumping bonds, and energy...

U.S. stocks ended nearly flat as the S&P 500 slipped less than 0.1%, the Dow fell 0.3%, and the Nasdaq edged up less than 0.1%.

• Treasury yields at...

Dividend sustainability matters far more than headline yields for long-term income investors.

• Microsoft and S&P Global show the strongest coverage...

ZROZ delivers direct exposure to ultra-long Treasuries through exceptionally high duration risk of 27 years, making it highly sensitive to interest...

The average 30-year fixed conforming mortgage rate reached 7.12% in the week ending Sept. 18, 2026 — the highest level since May 2024.

• Nasdaq jumped 2.33% to a record close on renewed AI optimism, nearly tripling the Dow's 0.81% gain.
• S&P 500 finished at 7,768 after a 1.55%...

Even after recent spikes, inflation-adjusted crude and fuel prices from 2008 remain unmatched.

• WTI crude hit the equivalent of $221.29 per barrel...

Dow, S&P 500, and Nasdaq futures are rising in premarket trading on falling oil prices, positive Iran-related talks easing geopolitical tensions, and an AI-driven rally in Asia.

The Fed lifted its target range to 3.75-4% on September 16, citing persistently high inflation and the need for price stability.

• Borrowing costs:...

Governor Newsom signed SB 795 to speed E15 sales, removing barriers from last year’s AB 30 and giving drivers a lower-cost option as national prices...

Why raise rates when borrowing already hurts households? The Fed targeted inflation at 3.7 percent—well above its 2 percent goal—while the economy...