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Market Commentary

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Strategic Insights

State of the Markets: The discipline of investing in the age of dominance
Wealth & Investment Management Chief Investment Officer Darrell Cronk explains why disciplined portfolio construction, diversification, and a clear view of expectations matter when market leadership narrows.

Wells Fargo Investment Institute examines the recent rise in bond yields amid tariff developments, rising energy prices, inflation concerns, and growing artificial intelligence-related debt issuance.

September 2026

The Federal Open Market Committee raised the federal funds target range by 0.25 percentage point, to 3.75%–4.00%, marking the first increase since 2023.

September 16, 2026

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