Daily Briefing · 2026-09-15

Ratesensitive assets are in sharp focus heading into the announcement. In commodities, WTI crude oil is holding a bullish structure. Ongoing Middle East geopolitical risks continue to keep supply concerns elevated, pressuring energy costs for businesses and the transport sector. In finance, Barclays hosted its Global Financial Services Conference, drawing major players from across the industry. Wells Fargo highlighted operational improvements and digital transformation initiatives it expects to drive future profitability. KKR showcased its diversified alternative asset platform and strong investment returns, positioning for continued growth. First Horizon and Reinsurance Group of America also presented, giving investors updates on their strategic direction. Elsewhere, commentary on the private credit market points to growing investor interest in the asset class. In healthcare, new research suggests the Shingrix shingles vaccine may lower longterm healthcare costs by helping prevent heart disease and dementiarelated complications. At Morgan Stanley's Global Healthcare Conference, Tempus AI and Cencora updated investors as part of a busy week of biotech and diagnostics sector meetings. In retail, Macy's and Mattel presented at the Goldman Sachs Global Consumer and Retail Conference, sharing updates on their sector positioning.