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Daily Market Commentary

February 13, 2026

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February 13, 2026

Bonds & Stocks
Wall Street got a degree of relief after relatively tame inflation data spurred bigger bets on Federal Reserve rate cuts, with bond yields falling and stocks finding some stability at the end of a wild week for markets.

Economy
US Treasuries jumped and investors priced in higher expectations that the Federal Reserve will lower interest rates three times in 2026 after a reading of US inflation came in below forecasts. The moves on Friday pushed yields on two-year notes — which are most sensitive to the central bank’s policy changes — lower by as much as six basis points to 3.40%

World
Several prominent Chinese economists have called for loosening restrictions on the movement of money in and out of the country, arguing that a weaker dollar provides a historic opportunity to boost the yuan’s global appeal by increasing its convertibility.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.