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Analysis

7 Charts For Client Conversations In Q4 2026: Interest Rates, The Fed, AI, And More

Market Expert Oct 9, 2026

The third quarter of 2026 saw a historic climb in interest rates, a new Federal Reserve rate hike cycle, and oil prices surging back above $100 a barrel. Given this combination of developments, many investors might have assumed that equity markets would struggle heading into year-end. Yet the S&P 500 notched its 27th record highRead More... The post 7 Charts For Client Conversations In Q4 2026: Interest Rates, The Fed, AI, And More first appeared on Kitces.com. Click the icon below to listen.

Insurance

How To Build the Emergency Fund That’s Right for You

Market Expert Oct 8, 2026

Even the most careful planners can lose their job or experience unusual healthcare costs. So you know you need an emergency fund — but how much of one do you need? The post How To Build the Emergency Fund That’s Right for You appeared first on Wealthfront Blog.

Options traders are betting on a dramatic drop in interest rates

Fed’s minutes show no appetite for a series of interest-rate hikes

Microsoft and Nvidia are teaming up on a supercharged AI laptop

Stock

Rising yields are quietly crashing the stock market’s earlier winners of 2026

Market Expert Oct 8, 2026

Surging Treasury yields have begun to hammer parts of the stock market that might easily be overlooked, especially with the spotlight once again shining brightly on a small group of glamorous tech companies.

Stock

Higher yields are taking their toll on all areas of the stock market, except the one that matters

Market Expert Oct 8, 2026

Technology is the only one of the S&P 500’s 11 sectors that gained since Sept. 1, as Treasury yields have climbed to multi-decade highs.

Stock

Stocks are increasingly their own best hedge. This chart shows why.

Market Expert Oct 8, 2026

For decades, investors concerned about stocks sought succor in the bond market. But these days, the best shield against an outbreak of volatility might just be owning other stocks.

Stock

SpaceX may chase ‘stunning’ AI returns by taking on a lot of debt to buy Nvidia chips

Market Expert Oct 8, 2026

A report says SpaceX is considering raising $40 billion to finance the purchase of advanced graphic processing units and related systems.

‘He grew up wealthy’: My husband inherited $3 million. He wants a vacation home. I want to save for retirement. Who’s right?

Stock

Washington and Wall Street chose to delay paying their bills — and to put them on your tab

Market Expert Oct 8, 2026

The polite word for what the government and Wall Street are doing is deferring payment, like opening a tab at a bar that somebody else will pay later.

Stock

The ‘Magnificent Seven’ are now big enough to move the economy. Why that could be a problem.

Market Expert Oct 8, 2026

Imagine a small group of companies whose value is greater than the entire economy of almost every single country in the world. By market value, that’s roughly where the “Magnificent Seven” group of tech companies now stands.

Commodities

Tuesday links: bonds as diversifier

Market Expert Oct 8, 2026

RatesA dozen reasons why rates are rising, including 'Long-term rate normalization.' (ritholtz.com)It's hard to find bonds yielding less than 3% these days. (apollo.com)Rising rates are threatening to scuttle pending CRE deals. (wsj.com)CompaniesUber ($UBER) is buying ezCater. (techcrunch.com)Wall Street is having a good year. (axios.com)The energy industry is consolidating even further in Houston. (wsj.com)Why are there so many insurance company mascots? (imightbewrong.org)ETFs3x leveraged commodity ETFs are coming. (thedailyupside.com)How money managers are approaching ETF share classes. (citywire.com)How do these new sports betting ETFs work? (ft.com)BooksThe shortlist for the Financial Times and Standard Chartered Business Book of the Year Award including: "The Infinity Machine: Demis Hassabis, DeepMind and the Quest for Superintelligence" by Sebastian Mallaby. (ft.com)Derek Thompson talks with Kevin Roose, author of "The Infinity Machine: Demis Hassabis, DeepMind and the Ques

Personal finance links: signalling status

Commodities

Wednesday links: maximizing customer attention

Market Expert Oct 8, 2026

Private creditThe volume of distressed loans is on the rise. (bloomberg.com)Why private credit sector weightings matter. (rpc.cfainstitute.org)Another alts manager wants in on the insurance business. (ft.com)BlockersDr. Eric Topol talks with Michael Lewis, author of "Blockers: Rebels in the Deep State." (podcasts.apple.com)An excerpt from "Blockers: Rebels in the Deep State" by Michael Lewis. (wsj.com)A rave review for "Blockers." (ft.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)EconomyIt's getting harder to ignore the wealth effect. (awealthofcommonsense.com)Heavy truck sales aren't great. (bonddad.blogspot.com)Earlier on Abnormal ReturnsPersonal finance links: signalling status. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: lost capacities. (abnormalreturns.com)Mixed media

Analysis

At The Money: What the Best CEOs Do

Market Expert Oct 8, 2026

At The Money: Nitin Nohria on What CEOs Actually Do (October 7, 2026) Full transcript below. ~~~ About this week’s guest: Nitin Nohria is former Dean of the Harvard Business School, where he is still a professor. He is the author of The CEO: The Role, the Reality, the Responsibility For more… Read More The post At The Money: What the Best CEOs Do appeared first on The Big Picture.

Analysis

What Is Driving Rates Higher and Bonds Lower?

Market Expert Oct 7, 2026

The biggest question confronting investors today isn’t about AI, market concentration, or technology. Instead, it’s about the bond market. Like nearly everything in investing, it’s rarely about any one thing; instead, a mix of factors drives interest rates. Some matter more than others, but together, they can create a perfect storm of elements… Read More The post What Is Driving Rates Higher and Bonds Lower? appeared first on The Big Picture.