October, 2026
In this episode of the Cornerstone Private Wealth Podcast, Brett Hina and Dan Lesneski review third-quarter market performance and look at the factors that could shape the final months of 2026.
The conversation explores rising Treasury yields and persistent inflation, the changing relationship between stocks and bonds, Federal Reserve policy, energy markets and developments in China. Brett and Dan also discuss the next phase of artificial intelligence, including the shift toward agentic AI, and what investors may want to consider as year-end tax and portfolio planning gets underway.
Topics include:
- Third-quarter stock market performance and sector leadership
- Rising Treasury yields, bond markets and interest rates
- Inflation, federal debt and energy prices
- Federal Reserve policy and election expectations
- AI growth and agentic applications
- China and global market developments
- Portfolio positioning and year-end tax planning
Watch the latest episode for Brett and Dan’s perspective on the markets, the economy and what investors may want to keep in focus as 2026 draws to a close.
Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.
