Key takeawaysThis is a recalibration, not an inflation crackdown. The Fed is taking back last year’s insurance cuts because the economy can stand on its own. Rates can’t fix a supply problem. Higher borrowing costs won’t build power capacity, produce advanced chips, or reverse geopolitical disruptions, limiting the benefit of additional hikes. Higher yields create a better bond backdrop. With the economy able to absorb tighter policy and markets already pricing in substantial adjustment, measured duration can offer attractive income and upside if long-term yields fall.

AI companies face a trust test, cost pressure is spreading, and the Fed’s blunt tool may not reach the real bottlenecks.

Highlights from the week of September 11 – September 17, 2026.

Small caps just got cheaper, energy still looks compelling, and defense stocks haven’t caught up to a wave of major contract wins.

A broader toolkit can be the key to realizing extra yield in the mature, shorter-duration world of modern corporate pension plans.

Growth investing is often defined by outcomes. We believe it is better defined by process. Forward-looking insights, fundamental judgment, and disciplined portfolio construction can help investors pursue growth with a more deliberate approach to risk.

Artificial intelligence is overheating one part of the economy. The Federal Reserve can only cool all of it.

Retirement deferrals often sit outside open enrollment, disconnected from paycheck decisions. For DC specialists, that’s a key sponsor discussion.

Is a home décor boom hiding inside the housing market freeze? Plus data center NIMBYs creating an opening for new winners in the AI trade, and slimming corporate margins.

Lending to real estate investment trusts and similar vehicles allows credit portfolios to achieve diversified commercial real estate exposure.