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Fortem Financial Fortem Financial is an independent, fiduciary wealth management firm with a dedicated team of investment experts that put your interests first.

Yields Keep Climbing. Will Something Break?Get the full breakdown in this week's market commentary: https://www.fortemfi...
10/13/2026

Yields Keep Climbing. Will Something Break?

Get the full breakdown in this week's market commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-october-16-2026/

Global bond yields are under intensifying upward pressure, but oversold conditions suggest a near-term pause. We outline where credit stresses are emerging and why a slowdown still doesn't mean recession.

Global bond yields intensify as stocks rise. Key insights on Fed policy, S&P 500 earnings, tech concentration, and why a slowdown may not mean recession.

Is the Fed Hitting The Pause Button Until December? ⏸️Read the full Weekly Market Commentary here: https://www.fortemfin...
10/07/2026

Is the Fed Hitting The Pause Button Until December? ⏸️

Read the full Weekly Market Commentary here: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-october-9-2026/

While September payroll data appeared soft, underlying economic fundamentals and strong Q3 GDP estimates suggest the economy remains resilient. We break down why the Fed will likely favor patience over a pre-election rate hike.

September's weak jobs report shifts Fed expectations. Why a rate hike is likely deferred to December, and what it means for investors.

Bonds Are Breaking Down - But Equities May Just Be Getting Started🔗 Explore our insights for the week: https://www.forte...
09/29/2026

Bonds Are Breaking Down - But Equities May Just Be Getting Started

🔗 Explore our insights for the week: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-october-2-2026/

From an unruly bond market to a fluid global political landscape, uncertainty is elevated - but U.S. economic data keeps refusing to break. The key question isn't whether growth slows, but by how much, and whether policy is equipped to manage the landing.

Treasury yields hit 5.16% as U.S. GDP holds at +5%. What mid-cycle signals mean for equities, bonds & your portfolio strategy this week.

Bond Yields Are Rising. Inflation Is Sticky. Is Something About to Break?Get the full breakdown in this week's market co...
09/22/2026

Bond Yields Are Rising. Inflation Is Sticky. Is Something About to Break?

Get the full breakdown in this week's market commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-september-25-2026/

The Fed just launched a new tightening cycle, but too-accommodative monetary and fiscal policies continue to fuel inflation. With M2 growing 7% and deficits expanding, the path to 2.5% core inflation looks increasingly uncertain.

Rising yields, sticky inflation, and a new Fed tightening cycle are testing markets. Discover the hidden risks beneath the S&P 500's calm surface.

Bond Yields Are Testing Equity Market Resilience🔗 Read our latest market commentary: https://www.fortemfin.com/perspecti...
09/15/2026

Bond Yields Are Testing Equity Market Resilience

🔗 Read our latest market commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-september-18-2026/

As rates rise, inflation remains sticky, and oil prices climb, investors are reassessing the strength of the equity rally. Bob Doll shares what these pressures could mean for earnings, Fed policy, and market direction.

Bond yields finally hit equities as stocks pull back amid $100 oil, sticky inflation & dual wars. Key Fed, earnings & risk insights. Learn more.

📈 Estimates are up, but so are risks.Our latest Weekly Market Commentary breaks down:• The fuel cost threat to margins• ...
09/09/2026

📈 Estimates are up, but so are risks.

Our latest Weekly Market Commentary breaks down:

• The fuel cost threat to margins
• The 3% savings rate squeeze
• Why index-level earnings data hides the real market view

Read our full analysis: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-9-11-2026/

Q3 earnings estimates rise 1.5% as diesel prices threaten margins. Tech masks broader trends. Will 2027 hinge on multiple expansion? Learn more.

Fedspeak Is Back - and Warsh Is Saying What Powell Won'tRead our Full Analysis: https://www.fortemfin.com/perspectives/f...
09/01/2026

Fedspeak Is Back - and Warsh Is Saying What Powell Won't

Read our Full Analysis: https://www.fortemfin.com/perspectives/fedspeaks-back-and-warsh-is-a-breath-of-fresh-air/

Kevin Warsh's Jackson Hole speech marks a return to candid Fed commentary. By emphasizing that "money matters," he's challenging the central bank's overreliance on short-term interest rates to fight inflation.

Fed Chairman Kevin Warsh's Jackson Hole speech signals a return to money-focused policy. Why his "money matters" principle is a breath of fresh air.

Credit fundamentals remain firm and capex is holding up, but slowing real income, softer retail sales, and 2027 earnings...
08/25/2026

Credit fundamentals remain firm and capex is holding up, but slowing real income, softer retail sales, and 2027 earnings estimates trimmed from 17% to 13% suggest the cushion is thinning. Here's what we're watching.

Get the full breakdown in this week's market commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-8-28-26/

Long-term Treasury yields climb as growth holds firm and inflation stays sticky. Explore what rising rates could mean for equities and credit markets.

CPI Cools - But the Inflation Story Isn’t Over🔗 Read this week’s market commentary: https://www.fortemfin.com/perspectiv...
08/18/2026

CPI Cools - But the Inflation Story Isn’t Over

🔗 Read this week’s market commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-8-21-2026/

August’s CPI data eased pressure on the Fed, while stronger lending, money-supply growth and higher Treasury yields point to persistent inflation risks. Markets remain resilient - but a return to low, stable inflation may be further away than investors expect.

Weekly market commentary: CPI eases, but sticky inflation, rising Treasury yields and resilient earnings challenge the low-inflation outlook.

Earnings surged - so why the risk debate?🔗 Explore what investors should watch next: https://www.fortemfin.com/perspecti...
08/11/2026

Earnings surged - so why the risk debate?

🔗 Explore what investors should watch next: https://www.fortemfin.com/perspectives/weekly-market-commentary-8-14-2026/

Economic expansion and earnings momentum continue to support equities, but slowing growth and concentrated market leadership could challenge sentiment in the year ahead.

Weekly market insights on record earnings growth, shifting Fed expectations, rising bond yields and the outlook for global equities. Learn more.

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Palm Desert, CA
92260

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