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#1 archived pick
Federated Hermes
Sep 4, 2026
28 sec read
Oil prices are up over 30% since hostilities began in February, though they've pulled back from April highs.
The market is currently balanced, but risks remain without a peace deal.
#2 archived pick
Federated Hermes
Sep 4, 2026
32 sec read
US nonfarm payrolls unexpectedly surged in August, adding 162,000 jobs versus expectations of 55,000.
This strong report, coupled with upward revisions to prior months, increases the odds the Federal Reserve will hike rates by 25 basis points at its September meeting to...
#3 archived pick
Capital Group
Sep 3, 2026
34 sec read
Higher Treasury yields reflect economic resilience, not an imminent crisis.
Capital Group managers see rates normalizing toward historical averages, with stocks historically performing well even in rising rate environments.
#4 archived pick
Goldman Sachs
Sep 3, 2026
28 sec read
Equity markets are fundamentally broken.
Passive and retail investor flows, now dominant, disregard fundamentals, creating persistent price dislocations.
#5 archived pick
J.P. Morgan
Sep 2, 2026
34 sec read
The headline takeaway is that the AI capital expenditure boom is significantly overstating its contribution to U.S.
GDP growth, potentially by as much as a fifth.