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Weekly insights
Market View: Week of Oct. 2, 2026
The economy continues to grow on the strength of consumer spending and business investment, but a cooling labor market and persistently elevated inflation suggest the Fed is likely nearing the end of its rate-hiking cycle, with higher rates remaining in place for now before a potential shift toward easing.
Oct 05, 2026
Podcast
Weekly Market Impact: Sept. 28, 2026
Phil is joined by special guest Graham Wong, Senior Portfolio Manager at Thrivent Funds, to discuss equities, interest rates, Fed policy, and the outlook for the U.S. economy.
Sep 29, 2026
Weekly insights
Market View: Week of September 25, 2026
The economy remains relatively strong due to solid business activity, demand, and hiring, but growing consumer caution and persistent inflation pressures could keep interest rates higher for longer and create challenges for more rate-sensitive sectors.
Sep 28, 2026
Monthly insights
Debts Coming Due
The U.S. faces growing fiscal pressure as trillions in maturing debt must be refinanced at higher interest rates, driving up borrowing costs and complicating long-term budget stability amid persistent deficits and rising entitlement obligations.
Sep 25, 2026
Podcast
Weekly Market Impact: September 14, 2026
Phil discusses market volatility, potential investment opportunities, and shares his personal experience on 9/11.
Sep 24, 2026
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