September 16th 2026 Market Update

 As Q3 draws to a close, markets continue navigating a shifting landscape shaped by a new Federal Reserve chair, still-elevated inflation, a cooling labor market, rising long-term yields, energy prices, geopolitics, and more. CEO Andy Schwartz and CIO Peter Boockvar share their perspectives on where the markets stand today, and highlight key themes they're monitoring as we transition from Q3 to Q4.

Topics include:

• Macro trends driving market behavior in Q3, including the divergence between inflation and employment data

• Equity and fixed income trends, from index levels near record highs to the move in long-end Treasury yields

• The AI trade, including capital spending trends, market concentration, fund raising needs and the question of returns on investment

• Federal Reserve policy under new leadership and the implications of the September FOMC decision

• Trade, tariff, and fiscal policy developments and their potential market impact

• Key themes to watch heading into Q4 and the November midterm elections 

[Audio Only]

Disclosures

 Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as "OnePoint BFG").

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The market and economic data is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information in this report has been prepared from data believed to be reliable, but not representation is being made as to its accuracy and completeness.

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