Brian Szytel is the Co-CIO and Senior Managing Director of The Bahnsen Group.
Jul 30, 2026 • 8 minutes
Semiconductor Rebound, Blowout Software Earnings, and Key Inflation Data
Aug 4, 2026 • 10 minutes
Markets Surge on Hormuz Deal Hopes; AI Volatility, Leverage Risks, and Fed Inflation Tools
Aug 5, 2026 • 9 minutes
Mixed Markets, Strong Q2 Earnings, and Why the Fed Can’t Just Let Rates Float
Aug 6, 2026 • 9 minutes
Market Update and the U.S. Fiscal Gap vs. Europe
Aug 11, 2026 • 9 minutes
Markets Await CPI as Szytel Breaks Down Rising U.S. Debt Growth and Tax Revenue
Aug 12, 2026 • 8 minutes
Mixed Markets as CPI Meets Expectations and Fed Hike Odds Dip
Aug 13, 2026 • 9 minutes
Markets Rally on Disinflationary PPI; Fed Hike Odds Drop as Debt Concerns Resurface
Aug 18, 2026 • 8 minutes
Market Down Day, Housing Weakness, and Perspective on Rising Bond Yields
Aug 19, 2026 • 8 minutes
Market Rotation, Treasury Buyback Signals, and Japan’s Net Debt Reality.
Aug 20, 2026 • 8 minutes
Market Sell-Off, Rising Yields, and How Dividend Growth Helps Beat Inflation
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