Research library

September 9, 2026

Every report across our four research series — weekly, monthly, quarterly and global.

Final look at inflation data

Global equity markets were quietly choppy this week as investors grappled with a rise in global bond yields, a renewed escalation in U.S.-Iranian hostilities and a shifting outlook for Fed policy.U.S. equities came under pressure early in the week as the global bond selloff and higher energy prices challenged elevated valuations, although stocks recovered as the week progressed, with theS&P 500, Nasdaq 100, and Russell 2000 posting modest gains of under a half a percent.

Read more →

Get every new report as it’s published

Monthly Market Beat, Quarterly Perspective and Global Equity Analysis — delivered to your inbox.

Free newsletter

Market Research & Analysis

Get our latest reports and commentary delivered to your inbox.

Inside a recent report

Growth vs Value Factor chart

Growth vs Value Factor — one of the charts from our research.