Key takeawaysThis is a recalibration, not an inflation crackdown. The Fed is taking back last year’s insurance cuts because the economy can stand on its own. Rates can’t fix a supply problem. Higher borrowing costs won’t build power capacity, produce advanced chips, or reverse geopolitical disruptions, limiting the benefit of additional hikes. Higher yields create a better bond backdrop. With the economy able to absorb tighter policy and markets already pricing in substantial adjustment, measured duration can offer attractive income and upside if long-term yields fall.

AI companies face a trust test, cost pressure is spreading, and the Fed’s blunt tool may not reach the real bottlenecks.

Pomona Investment Fund will repurchase 5% of its outstanding shares under its September 30 quarterly repurchase offer.

Highlights from the week of September 11 – September 17, 2026.

​​Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings​.

Market declines can be unsettling, but not every uncomfortable moment calls for action.

Small caps just got cheaper, energy still looks compelling, and defense stocks haven’t caught up to a wave of major contract wins.

Artificial intelligence is overheating one part of the economy. The Federal Reserve can only cool all of it.

Is a home décor boom hiding inside the housing market freeze? Plus data center NIMBYs creating an opening for new winners in the AI trade, and slimming corporate margins.

Are consumers becoming more tolerant of roaches, or simply less tolerant of rising costs (even for pest control)? Plus, hunting for the next leg of AI winners.