• Homrich & Berg flagged persistent inflation as the top risk, lifting September Fed hike odds above 50%.
• AI-led capex kept the US outlook firm; 2Q GDP rose 1.5% on tax-refund support for consumption.
• Labor markets held steady; unemployment fell to 4.1% while jobless claims trended lower.
• Stocks hit new highs as S&P 500 EPS grew 32.7%; the index rose 2.6% in August, 12.3% YTD.
• 30-year Treasury yields neared 20-year highs, briefly topping 5.3%; the firm favored the curve’s belly over long maturities.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Homrich & Berg Inc published the original content used to generate this news brief on September 01, 2026, and is solely responsible for the information contained therein.