September 2026 Commentary: Twist and Shout!

Twist and Shout! | Steve Henderly, CFA

Printer Friendly PDF: September 2026 Commentary

The final song of The Beatles debut album, Twist & Shout, was recorded on a single take at the end of a very long day.  John Lennon was fighting a bad cold and his voice was nearly shot.  Despite these challenges, in that single take, John delivered one of the finest vocal recording of all-time!  The song is upbeat, powerful, and full of raw energy.

Financial markets continued to provide reason for investors to both twist and shout in August.  In a somewhat surprising twist, The U.S. Treasury announced it would expand purchases of longer dated Treasury securities, a move reminiscent of the Federal Reserve’s “Operation Twist” back in 2011.  Bond yields rose and prices declined.  On the other hand, stocks continued to move higher and the S&P 500 established several new record highs, causing some investors to shout with joy.  With that as our backdrop, here are the things we think mattered most in August:

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