Weekly Market Commentary 10-12-2026

"Banks Aren’t Pulling Back"

See what we have to say about the following:

 

  

 

·        Banks Aren’t Pulling Back: Steady lending standards and stronger loan demand continue to support business investment.

·        Cheaper Credit: Narrowing loan spreads are improving borrowing conditions despite elevated rates.

·        Housing Is Stuck: High mortgage rates and the lock-in effect continue to constrain housing activity.

·        STAAC: STAAC favors an equity overweight focused on quality and a fixed-income underweight focused on higher-quality credit.