Brian Szytel is the Co-CIO and Senior Managing Director of The Bahnsen Group.
Aug 25, 2026 • 9 minutes
Market Rallies on Lower Rates and Oil; Valuations Still Stretched and Labor Participation Trends
Aug 26, 2026 • 9 minutes
Flat Stocks, Hotter PCE, and Jackson Hole: Rates, Balance Sheet, and Debt Dynamics
Aug 27, 2026 • 8 minutes
AI Chip Earnings Lift Markets; Jobs, Trade Deficit, Tariffs, and Dividend Yield Concerns.
Sep 1, 2026 • 9 minutes
Markets Slide on Iran-U.S. Tensions, Rising Oil and Rates; Foreign Treasury Holdings in Context
Sep 2, 2026 • 7 minutes
Markets Rebound Ahead of Jobs and CPI; When Debt Buybacks Make Sense
Sep 3, 2026 • 9 minutes
Markets Rally on Dovish Fed Tone, Strong Data; Truth API Question Addressed
Sep 8, 2026 • 7 minutes
Markets Slide, Oil Rises, and Cybersecurity Risks Ahead of CPI
Sep 9, 2026 • 10 minutes
Markets Down, Treasury Buybacks, and Limits of Yield Curve Control
Sep 10, 2026 • 13 minutes
Markets Down as Oil Surges; CPI and Fed Hike Odds Rise; Tariffs Debated
Sep 15, 2026 • 10 minutes
Oil Above $100, 10-Year at 5%, and What It Means for Valuations, Fed Risk, and AI Debt
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