Fortem Financial

09/01/2026

Fedspeak Is Back - and Warsh Is Saying What Powell Won't

Read our Full Analysis: https://www.fortemfin.com/perspectives/fedspeaks-back-and-warsh-is-a-breath-of-fresh-air/

Kevin Warsh's Jackson Hole speech marks a return to candid Fed commentary. By emphasizing that "money matters," he's challenging the central bank's overreliance on short-term interest rates to fight inflation.

Fed Chairman Kevin Warsh's Jackson Hole speech signals a return to money-focused policy. Why his "money matters" principle is a breath of fresh air.

08/25/2026

Credit fundamentals remain firm and capex is holding up, but slowing real income, softer retail sales, and 2027 earnings estimates trimmed from 17% to 13% suggest the cushion is thinning. Here's what we're watching.

Get the full breakdown in this week's market commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-8-28-26/

Long-term Treasury yields climb as growth holds firm and inflation stays sticky. Explore what rising rates could mean for equities and credit markets.

08/18/2026

CPI Cools - But the Inflation Story Isn’t Over

🔗 Read this week’s market commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-8-21-2026/

August’s CPI data eased pressure on the Fed, while stronger lending, money-supply growth and higher Treasury yields point to persistent inflation risks. Markets remain resilient - but a return to low, stable inflation may be further away than investors expect.

Weekly market commentary: CPI eases, but sticky inflation, rising Treasury yields and resilient earnings challenge the low-inflation outlook.

08/11/2026

Earnings surged - so why the risk debate?

🔗 Explore what investors should watch next: https://www.fortemfin.com/perspectives/weekly-market-commentary-8-14-2026/

Economic expansion and earnings momentum continue to support equities, but slowing growth and concentrated market leadership could challenge sentiment in the year ahead.

Weekly market insights on record earnings growth, shifting Fed expectations, rising bond yields and the outlook for global equities. Learn more.

08/04/2026

Headlines Lied. Here's What the Data Actually Said This Week.

🔗 Read our latest Weekly Market Commentary: https://www.fortemfin.com/perspectives/weekly-market-commentary-8-7-2026/

GDP missed estimates, yet private domestic demand hit a cycle high. Earnings beat by the widest margin on record - once you back out $150B in non-operating gains, the story is still strong, just more honest. Manufacturing is expanding at a four-year high while suppliers and costs flash warning signs. The number that isn't hiding anything? The 30-year Treasury yield near 5.27% - and that one deserves your full attention.

GDP missed, earnings beat records, and manufacturing hit a 4-year high - but the headlines are lying. Here's what the composition actually says.

07/28/2026

Robust capex continues to draw attention, but peak profits may be the bigger market question.

Explore what rising costs and margin trends could mean ahead: https://www.fortemfin.com/perspectives/weekly-market-commentary-7-27-2026/

Explore peak profits, margins, earnings growth and capital expenditures - and what rising input costs could mean for markets.

07/21/2026

Markets Rotate as AI Enthusiasm Cools

👉 Explore this week’s market insights: https://www.fortemfin.com/perspectives/weekly-market-commentary-week-ending-july-18-2026/

Stocks declined, bonds stabilized, and commodities reflected rising geopolitical tension. This week, earnings reports and Fed commentary may shape the next market move.

Weekly Market Commentary: stocks fell as tech and AI pulled back, bonds steadied, and oil rose on geopolitical risk. Explore our outlook.

07/07/2026

From the Constitution to Ronald Reagan's compelling illustration of America's place in history, our latest article explores the ideas, institutions, and history that continue to influence the American experiment.

Explore the full story: https://www.fortemfin.com/perspectives/americas-3.5-second-miracle-2026/

Explore the "3.5 Second Miracle" and the ideas behind America's founding, constitutional legacy, and enduring influence on freedom and innovation.

07/01/2026

The study finds that for the first time since 2023, more Americans favor buying a home (53%) over renting or moving in with family (47%).

This year’s Homebuyer Insights Report survey data reveals meaningful changes in attitudes toward homeownership.

06/26/2026

The future of advisory services is getting deeper, and more connected.

This is why we're proud to announce Joseph G. Romano III, founder Fortem Financial has been highlighted in the top 400 of this year's Advisor Hub's Advisors to Watch. https://bit.ly/4w2M7DN

In this article, the next generation of top-performing advisory firms are defined by collaboration to deliver more holistic, personalized strategies for clients.

From expanded expertise to more integrated planning, the industry, driven by firms like Fortem Financial, is shifting toward one clear priority: deeper advice for clients that drives better outcomes.

Congratulations to Mr. Romano.