Weekly Market Commentary 09-14-2026

"Markets Often Shrug Off Hikes"

See what we have to say about the following:

 

 

 

 

·        Markets Often Shrug Off Hikes: Fed rate hikes have historically created only temporary stock market volatility, with equities often recovering over time.

·        Technical Setup: Treasury yields are trending higher, with 5% on the 10-year Treasury serving as a key level to watch.

·        Less Interest Rate Sensitive: Strong household finances and fixed-rate mortgages continue to support consumer spending despite higher rates.

·        STAAC Commentary: STAAC remains overweight equities and underweight fixed income, supported by economic resilience and AI-driven growth.