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No Landing in Sight
September 8, 2026 - August has been characterized by an ongoing focus on inflation, monetary policy, and the path of interest rates, with an uncertain Federal Reserve outlook. Equity markets remained generally constructive, supported by strong earnings and enthusiasm surrounding artificial intelligence. Debt markets are facing ongoing pressure from rising Treasury yields. The interest rate environment has been a defining topic of 2026 thus far. Since the early months of the year (and arguably long before that) interest rates have followed a relatively uncertain path. Most articles about monetary policy that come out seem to include phrases like “soft landing”, “higher for longer”, “disinflationary growth”, “data dependent”. And as it turns out… all those phrases still apply.
