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The Applied Investor

The economy, markets, and what they mean for you.

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Every week, view, and lesson from The Applied Investor — all in one place.

This Week’s Collection

September 28 – October 4, 2026

Markets Rise Despite Mixed Data as Yields Climb

Markets were higher, but persistent inflation and rising Treasury yields kept borrowing conditions tight and raised questions about how quickly rates can fall.

The Applicable WeekWeekly Market & Economic UpdateReadThe Applicable ViewWhat Higher Yields Are Really Telling InvestorsReadLearn Something ApplicableWhy can mortgage rates rise even if the Fed cuts rates?Learn

Past Weeks

Earlier weeks will appear here.