September 2026

Markets in Focus: September 4, 2026

By: Bob Behan, CFA®, President and Head of Distribution, and Joe Bell, CFA®, CMT, CFP®, Chief Investment Officer of Funds and Portfolios

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Key Takeaways

Kevin Warsh, Interest Rates, and Inflation

Can raising interest rates actually bring down inflation?

How does AI Growth Compare to the Tech Bubble?

The Fixed Income Playbook

The Market’s View of Kevin Warsh

Long-term Yields & Scott Bessent’s Actions

How should advisors talk about volatility with their clients?

Battle Royale – Technical vs Fundamental Analysis

DISCLOSURES

Commentary offered for informational and educational purposes only. Opinions and forecasts regarding markets, securities, products, portfolios, or holdings are given as of the date provided and are subject to change at any time. No offer to sell, solicit, or recommend any security or investment product is intended. Certain information and data has been supplied by unaffiliated third parties as indicated. Although Meeder believes the information is reliable, it cannot warrant the accuracy, timeliness or suitability of the information or materials offered by third parties.

The views expressed herein are exclusively those of Meeder Investment Management, Inc., are not offered as investment advice, and should not be construed as a recommendation regarding the suitability of any investment product or strategy for an individual’s particular needs. Investment in securities entails risk, including loss of principal. Asset allocation and diversification do not assure a profit or protect against loss. There can be no assurance that any investment strategy will achieve its objectives, generate positive returns, or avoid losses.

Investors cannot invest directly in an index. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.

S&P 500 Index: A market-capitalization-weighted index of 500 leading U.S. companies and a widely used measure of U.S. large-cap equity market performance. Cboe Volatility Index (VIX): A measure of the market’s expectation for near-term volatility based on S&P 500 Index options and commonly used as an indicator of expected equity market volatility. ICE BofA MOVE Index: A measure of expected volatility in the U.S. Treasury market based on implied volatility from Treasury options and commonly viewed as the bond-market counterpart to the VIX.

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