Weekly Commentary September 7th – 11th 2026

Equity markets moved lower this week as investors weighed rising geopolitical tensions, higher energy prices, and renewed concerns that inflation and interest rates could remain elevated for longer. With oil climbing above $100 per barrel, Treasury yields reaching multi-year highs, and the Federal Reserve poised to make its next policy decision, markets continue to grapple with the shifting outlook for growth, inflation, and monetary policy.