Research — Marquette Associates

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10.08.2026

3Q 2026 Market Insights

This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…

10.22.2026

Will Higher Rates Cramp the Markets?

Anyone who has run a marathon knows the last six miles are brutal — no matter how well the first…

Line chart comparing S&P 500 Index cumulative returns for midterm and non-midterm election years since 1980. The x-axis shows October through December, and the y-axis shows S&P 500 Index cumulative return, ranging from -1% to 8%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

10.19.2026

Divided We Rise?

Since 1980, the S&P 500 Index has generally performed well in the weeks surrounding U.S. midterm elections. Specifically, the index…

Chart #1 - Line chart showing PJM summer peak load estimates in gigawatts (GW) from 2015 to 2045. The chart compares historical peak load, current capacity, and forecasts from 2024, 2025, and 2026, showing projected demand rising above current capacity over time. Chart #2 - Stacked bar chart showing U.S. power demand in terawatt-hours (TWh) for 2025 and estimated demand in 2030. The chart compares data center and non-data center demand, showing total power demand increasing over the period.

10.12.2026

The Power Demand Supercycle

This week’s chart highlights the accelerating growth of electricity demand in the U.S., which has been driven primarily by the…

Bar chart showing average monthly VIX levels from 1990 through October 2026. The x-axis displays months of the year from January through December, and the y-axis displays VIX level. October has the highest average VIX level among all months, while April has the lowest. The chart also includes a current VIX level and a long-term average VIX level for comparison. Source: Bloomberg as of October 2, 2026. Data series begins in 1990. For full dataset, please contact marquettemarketing@marquetteassociates.com.

10.05.2026

Spooky Season

For investors, the spookiest thing about October might not be the ghosts and monsters that are bound to show up…

Line chart showing 10-year U.S. Treasury rate, 5-year/5-year breakeven inflation rate, and 10-year real yield from December 2025 through September 2026. The left axis shows rates from 3.6% to 5.4%, and the right axis from 1.6% to 3.0%. The Treasury rate and real yield rise notably in late 2026, while the breakeven inflation rate remains relatively range-bound around 2.3%–2.4%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.28.2026

Getting Real on Inflation

The phrase “expectations of higher inflation” has become a staple in financial news to explain the increase in nominal U.S….

Dual-axis line chart comparing LBO/M&A/Recapitalization Activity, its average level, and the SOFR (90-Day) rate from 3Q18 through 2Q26. LBO/M&A/Recapitalization Activity ranges from approximately $0 billion to $100 billion, while SOFR ranges from 0% to approximately 5%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.21.2026

Let’s Make a Deal

For much of the past several years, the conventional view has been that higher interest rates and stretched valuations would…

09.15.2026

Continuation Vehicles: Worth the Wait?

Over the past decade, continuation vehicles (“CV”) have become one of the fastest-growing trends in private equity. Private equity funds…

Line chart comparing annualized return and annualized risk for stock-bond portfolio combinations from 1976-2019 and 2020-2026. Two lines show the range of return and risk outcomes across portfolio allocations during each period. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.14.2026

No More Free Lunch?

There are many great things about working at Marquette Associates, but “Free Lunch Tuesday” is right at the top of…

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