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Weekly Market Commentary - Week Ending August 28, 2026

by Fortem Financial August 24, 2026

Will Higher Interest Rates Threaten Equities?   Long-term Treasury yields continue to face upward pressure as economic growth remains solid, inflation stays sticky, and government finances deteriorate. While the Treasury’s efforts to support longer-dated bonds may provide some relief, they are unlikely to reverse the forces driving yields higher. Meanwhile, financial markets continue to benefit from rising corporate profits and supportive monetary and fiscal policies. Could higher rates and… View More

Weekly Market Commentary - Week Ending August 21, 2026

by Fortem Financial August 17, 2026

Headline CPI rose just 0.1% month-over-month and core CPI 0.2%, taking some pressure off the Fed to raise rates. But inflation remains sticky amid easier lending standards, stronger loan growth, and a growing money supply. Meanwhile, oil prices remain well below this year’s peak, with progressively less impact on financial markets, while bond yields continue to grind higher. Is a return to low and stable inflation really in the cards?   Key Takeaways 1 . Headline CPI rose 0.1% m/m and 3.4%… View More

Weekly Market Commentary - Week Ending August 14, 2026

by Fortem Financial August 10, 2026

Is the ‘High-Risk Bull Market’ Getting Riskier? Stocks just posted their strongest week since April, thanks to exceptional earnings and renewed momentum in technology. The global economic expansion should continue to roll on, although U.S. and global equity markets remain heavily concentrated in technology/AI. For now, strong earnings are winning the tug-of-war against mounting market risks. The question is, for how long?   Key Takeaways 1. July nonfarm payroll employment fell 23,000, m… View More

Weekly Market Commentary - Week Ending August 7, 2026

by Fortem Financial August 4, 2026

Three major releases landed in the past five trading days, and in each one the headline number and the underlying composition told different stories. Second-quarter GDP missed badly. Corporate earnings beat estimates by the widest margin on record. Manufacturing hit a four-year high this morning while survey respondents sounded miserable. Don’t let the headlines distract you from the data — the composition is where the useful information sits.   Growth: A Weak Headline Over the Strongest … View More

Weekly Market Commentary - Week Ending July 31, 2026

by Fortem Financial July 27, 2026

Peak Profits & Margins? One of the biggest questions facing the market today is whether we are approaching peak profits. Capital expenditures have remained robust, and they continue to be a primary focus for investors. However, the prospect of peak profits could present an even greater challenge for the markets moving forward.   Peak Profits and Margins Have To Be Top Of Mind Earnings season is in full swing, and expectations for profit growth continue to move higher. Consensus earnings… View More

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Fortem Financial Group, LLC, has adopted this policy with recognition that protecting the privacy and security of the non-public personal information we obtain about our customers is an important responsibility.

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We don’t share non-public personal information about your creditworthiness with our affiliates for their everyday business purposes. We don’t share your non-public personal information with our affiliates to market to you. We don’t share your non-public personal information with non-affiliates to market to you. We also don’t share your non-public personal information for joint marketing with other financial companies. State laws and individual companies may give you additional rights to limit sharing.

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Our policy about obtaining and disclosing non-public personal information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

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Fortem Financial Group, LLC (“Fortem Financial” or the “Firm”) is a federally registered investment adviser with offices in California and Arizona. Registration with the U.S. Securities and Exchange Commission (“SEC”) does not imply a certain level of skill or training. Fortem Financial and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Fortem Financial maintains clients. The Firm may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

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Blaine Amidei received the following award on January 10, 2025. This recognition was granted by the California Desert Association of REALTORS® (CDAR), which honors one Affiliate member each year who goes above and beyond in their service to the organization and their community. The award reflects CDAR’s values of partnership, engagement, and community involvement among its dynamic members and Affiliate partners. No compensation was provided for consideration, publication, or display of this award.

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