Hawkish Fed, Resilient Market: HCM Market Brief

HCM Market Brief · Oct 1, 2026 · 33m

Hosts Doug Johnson, Senior Investment Strategist, HCM Wealth Advisors and CPAs Dan Rinck, Investment Strategist and Investment Committee Member

In this episode

[00:00] Welcome and introductions

[01:00] The Fed hikes 25 basis points with a hawkish tone, and why Chair Warsh's committee is showing more independence than expected

[02:45] Can rate hikes fight inflation driven by energy prices and the Iran conflict?

[03:15] A hot PMI sends the 10-year Treasury through 5%, and why this is a global move

[05:00] Preview of the PCE inflation and payroll reports

[06:30] Is the yield spike overdone?…