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Admiral Guy

Read Admiral Guy, the premier weekly newsletter for insights and education on the most important global investments, markets, and economic news that affect you.

Admiral Guy Global Perspective Made Personal Week of September 13, 2026 Introduction: Stay informed with Admiral Guy, the premier weekly newsletter for insights and education on the most important global markets, business, and economic news that affect you. The contents of the newsletter are informational and should not be taken as investment advice. For regular delivery, please visit [agadvisoryfirm.com/letters]. What kind of return do you see on your investments? Your hard-earned cash requires growth of 3-4% to simply keep up with inflation, or risks losing buying power! For more information, visit [agadvisoryfirm.com/services]. Economic Indicators (1-week change*): U.S. Treasury 10-year yield 4.8% → U.S. Mortgages 30-yr average 6.8% ↑ Crude Oil ICE Brent 107.63 ↑↑ Gold C.M.E. COMEX 4,317.34 ↓ Bitcoin Vs. U.S.D. 77,239.01 ↓ U.S. Dollar Vs. Foreign✫ 99.05 ↑ Year-to-date (Y.T.D.) 65 bp, [0.65%] ↑ Rates generally follow 10-year Treasury yield Y.T.D. performance 76.9% ↑↑ Y.T.D. per
Market Fundamentals: Market fundamentals show continued improvement, but still face potential headwinds. Despite the relative cloudiness of the macro environment, market fundamentals have continued to improve since the beginning of the year. Second quarter earnings growth of nearly 50% by S&P 500 companies is expected to be followed up in short order by a growth of earnings in the third quarter of around 24%, a rate that also suggests strong year-on-year corporate expansion. Energy, Information Technology, and Materials are expected to lead third quarter earnings growth; rising interest rates, inflation, and a deceleration of artificial intelligence (A.I.) build remain possible threats to momentum. Market Technicals: Emerging oversold signals may offer short-term advantage; intermediate signals weaken. In line with historical norms, market activity has slowed significantly and has not yet picked up. The direction the market takes after the late-summer pause will likely depend on
The Global Perspective: Central banks are taking action on interest rates as energy inflation from the U.S. war in Iran drives prices broadly higher. A focus on interest rate hikes this week, as the European Central Bank (E.C.B.) raises short-term rates with the U.S. Federal Reserve Bank and the Bank of Japan (B.O.J.) expected to follow, puts inflation and borrowing costs into a global perspective. By a closure of the Strait of Hormuz and destruction of regional oil infrastructure, the U.S. war in Iran has led to a sustained rise in energy prices and inevitably to general price inflation, an effect made more pronounced in regions that import much of their energy. Central banks the world over are taking action to tame rapid price growth by raising interest rates. Raising interest rates slows economic activity and inflation, as prices tend to fall when demand for goods falls as borrowing becomes more expensive. The European Central Bank was the first to make such a change. As widely

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A.G. Advisory Firm, LLC (“A.G. Advisory”) is a Registered Investment Adviser. This content is intended to provide general information about A.G. Advisory. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Past performance is no guarantee of future returns. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Additional Important Disclosures may be found in the A.G. Advisory Form ADV Part 2A. For a copy, please Contact Us. © 2026 A.G. Advisory Firm, LLC. All rights reserved.

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