Inflation grabs the headlines, banks deliver strong profits, and Wall Street still wants more. In this week’s CB3 Live update, portfolio manager Charles Brown examines the latest CPI report, energy’s role in rising prices, and why another Federal Reserve rate hike could arrive before year-end.

Charles also breaks down why major bank stocks fell despite strong earnings, how tensions in the Strait of Hormuz could keep pressure on oil prices, and why financial-sector strength matters for investors. Plus, his perspective on the October Fed meeting, AI’s growing influence on the market, and the uncertainties shaping his outlook for 2027.

Stocks bounced to start the week, but the gains told only part of the story. In this CB3 Financial weekly update, portfolio manager Charles Brown examines the semiconductor rebound, narrow market leadership, and what strength in mega-cap stocks means for CB3’s Discretionary Strategies portfolio.

Charles also previews key earnings from Netflix, Tesla, and Meta, discusses China’s uneven economic growth and continued disruptions in the Strait of Hormuz, and shares his outlook ahead of the Federal Reserve’s October meeting—including the forces shaping long-term bond yields.

Plus, CB3 Live returns Thursday, November 12, with significant changes and a preview of the next era of CB3 Financial.

Bond yields climb as stocks push toward record highs—but a weaker-than-expected jobs report complicates the Fed’s next move. Charles Brown, portfolio manager at CB3 Financial, breaks down the week’s market developments, explains why short-duration bonds remain central to the MP strategy, and discusses how mega-cap stocks helped Discretionary Strategies outperform in September. Plus, a look at Micron’s earnings and Meta’s MUSE—and what they could mean for the AI trade.