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September 1, 2026
September 2026 Newsletter
Stocks gained in August despite growing fear that stubborn inflation would prompt a Fed rate hike as early as September. Most major indexes remain below their recent peaks having spent the last months consolidating this year’s strong but volatile start.
September has a sour reputation, especially in mid-term election years. Our tactical portfolio maintains benchmark equity exposure – it will be interesting to see how this evolves as we work through this challenging period.
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