Comments based on information available as of 5:15 a.m. CT on October 9, 2026. Growth: Uneven Terrain Global growth is holding up better than many expected heading into the final quarter of 2026, but the gains remain concentrated and uneven. Corporate America...
Written by: Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA, CBE | Chief Economic StrategistOctober 1, 2026 (data and market prices through September 30) On September 16, the Federal Reserve raised interest rates for the first time in more than three years. History says the...
Comments based on information available as of 7:50 a.m. CT on October 2, 2026. Growth: Taking Growth for Granted We’re almost getting numb to economic strength where an OK, but not great jobs report sounds horrible. Nonfarm payroll employment in September rose...
Comments based on information available as of 5:15 a.m. CT on September 25, 2026. Growth: A Growing Gap Global growth is holding up, but not everyone is holding up the same. The Organization for Economic Cooperation and Development (OECD) just nudged its 2026 world...
Last time we looked the Lost Decade, bookended by the Tech Bubble turned Bust and then Global Financial Crisis. Now, the recovery, the pandemic, and the AI economy. Coming out of the Global Financial Crisis, the Federal Reserve set its target rate at near zero. What...
