10/08/2026
The third quarter was a study in contrasts. On the surface, the S&P 500 extended its gains to a new record high, but the picture underneath was more uneven. A renewed flare-up in Iran pushed oil prices and inflation higher, sending bond yields sharply higher and prompting the Federal Reserve’s first rate hike in three years. Hear our summary of market and economic conditions in Greenwood Gearhart’s Third Quarter 2026 Commentary. A full video transcript is available on our website here: https://greenwoodgearhart.com/q3-2026