Recorded August 3, 2026
In the latest Commerce Trust Market Brief video, Scott Colbert, Chief Economist and Director of Fixed Income Management, discusses rising interest rates, persistent inflationary pressures, and key economic data influencing financial markets, including:
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Emerging market stocks continue to perform strongly, driven by the South Korean and Taiwanese semiconductor chip industry
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Interest rates continue to rise, driven by sticky inflation and market expectations that the Federal Reserve will begin to push back on inflationary pressures
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With core inflation up on a year-over-year basis, the bond market has reacted and pushed interest rates up, which may ultimately slow economic growth as we move forward
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Will the July employment report indicate a continued, broader bounce back after 2025’s anemic results?
Read the transcript
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Scott Colbert