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MCF Perspective Moment - Managing Market Volatility

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Investment Markets

2026 Third Quarter Review & Outlook

A review of third quarter 2026 market and economic data as of September 30, 2026, covering narrower equity leadership, commodities, fixed income, Federal Reserve policy, and five themes for the fourth quarter.

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The American Economic Miracle: 46 Years in the Market

Several days ago, I was visiting with a good friend and client about the current state of the capital markets, and I shared a few experiences from my career. Shortly thereafter, I thought, “I should write this down and share it, as many would find the historical American Economic Miracle quite fascinating.”

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Investment Markets

August 2026 Market Commentary

Markets mostly advanced in August as strong corporate earnings, continued artificial-intelligence investment, and resilient business activity outweighed softer labor and consumer data. The S&P 500 gained 2.7%, International Developed equities gained 2.5%, and Emerging Market…

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