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Chart of the Month
Yields Turn Back the Clock
Although 10-year Treasury yields have risen to levels not seen since the early 2000s, the move reflects persistent inflation, Fed uncertainty, and growing government debt rather than a financial crisis, suggesting rates may be normalizing to historically typical levels rather than returning to the ultra-low post-pandemic environment.
Oct 19, 2026
Podcast
Weekly Market Impact: Oct. 12, 2026
Phil is joined by Loukas Ganas, from the Ladenburg Research team, to discuss the debt crisis in the U.S. and the narrow equity market.
Oct 13, 2026
Weekly insights
Market View: Week of Oct. 9, 2026
Continued strength in services, an upwardly revised gross domestic product (GDP) report, and a balanced labor market give the Fed more room to raise rates again. For consumers, another rate hike would likely keep pressure on borrowing costs, such as mortgage rates, but investors purchasing new bonds could benefit from higher income opportunities not seen in two decades.
Oct 12, 2026
Quarterly insights
Q3 2026: Market View Quarterly
As investors enter Q4, a resilient economy, strong consumer spending, improving earnings, and ongoing AI and infrastructure investment continue to support markets, while elevated interest rates, inflation, geopolitical risks, and election-related uncertainty reinforce the value of broad diversification across stocks, bonds, international markets, and alternative assets.
Oct 09, 2026
Podcast
Weekly Market Impact: Oct. 5, 2026
Phil shares experiences from Sicily and memories of his father while discussing what the bond market is telling us and a market environment that's beginning to look more normal.
Oct 06, 2026
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