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US Market Week in 5

US Market Week in 5

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Tom
Tom

A measured five-minute Friday briefing on the week in U.S. equities, from index and sector drivers to macro signals and what matters next.

US Market Week in 5
US Market Week in 5
2026-10-30

The Federal Reserve stopped raising rates on Wednesday and the 10-year Treasury yield finished the week below 5 percent, and the Nasdaq still closed out its worst month since March. The gap between th…

Week of Oct. 26: The Fed Paused, and the Bill Came Due
US Market Week in 5
US Market Week in 5
2026-10-23

U.S. equities fell for a second straight week, and the striking part is what happened to the thing that had been hurting them. The 10-year Treasury yield dropped below 5 percent on Thursday for the fi…

Week of Oct. 19: Rates Relented, the Selling Spread
US Market Week in 5
US Market Week in 5
2026-10-16

U.S. equities split in two this week. The artificial-intelligence trade broke hard — the semiconductor complex had its worst week since April 2025 and the Nasdaq Composite lost more than 4 percent — w…

Week of Oct. 12: The AI Trade Breaks, the Dow Gains
US Market Week in 5
US Market Week in 5
2026-10-09

U.S. equities finished a week of records and reversals higher. The S&P 500 and the Nasdaq Composite both closed at all-time highs on Tuesday, the 10-year Treasury yield reached a 24-year high on Wedne…

Week of Oct. 5: Yields Hit 24-Year Highs, Stocks Hold On
US Market Week in 5
US Market Week in 5
2026-09-25

U.S. stocks rose in a week when the bond market moved against them. The S&P 500 and the Nasdaq Composite both gained, the Dow Jones Industrial Average ended a three-week losing streak, and the 10-year…

Week of Sep. 21: Yields Hit 2007 Highs, Stocks Shrug
US Market Week in 5
US Market Week in 5
2026-09-18

U.S. stocks split in the week the Federal Reserve raised interest rates for the first time in three years. The Dow Jones Industrial Average posted a third straight weekly loss, the S&P 500 ended barel…

Week of Sep. 14: The Fed Hikes, Yields Hit 5%
US Market Week in 5
US Market Week in 5
2026-09-11

U.S. stocks finished a volatile week with a Friday rebound, but the signal underneath was more complicated: an oil shock lifted inflation risk just as the August consumer-price report pushed expectati…

Week of Sep. 7: Oil Shock, Inflation Test
US Market Week in 5
US Market Week in 5
2026-09-04

This week's U.S. equity market was nearly flat, but the policy signal shifted: Thursday's relief rally followed Christopher Waller's conditional support for holding rates, while Friday's August jobs r…

Week of Sep. 1: Jobs Reprice the Fed
US Market Week in 5
US Market Week in 5
2026-08-28

U.S. equities finished higher for the week, but Friday exposed the central tension: strong AI-related earnings met a Federal Reserve that sounded less comfortable with inflation. The S&P 500 gained 0.…

Week of Aug 24: AI Meets a More Hawkish Fed
US Market Week in 5
US Market Week in 5
2026-08-22

The week ending August 21 was a losing one for U.S. equities, even though Friday brought a partial rebound. The main pressure came from long-term Treasury yields, while technology and consumer-sensiti…

Week of Aug 17: Yields Take the Wheel
US Market Week in 5
US Market Week in 5
2026-08-14

This week's five-minute desk brief covers the U.S. equity week ending August 14, 2026: a third straight weekly gain for the S&P 500, leadership from energy and small caps, softer consumer data, and a…

Week of Aug 10: Record High, Softer Consumer
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US Market Week in 5
US Market Week in 5
2026-08-12

Solo desk brief covering the U.S. equity week of August 3–7, 2026: best weekly gains since April, record closes, the July jobs miss, and what CPI means for the Fed next.

Week of Aug 3: Best Since April
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Week of Oct. 26: The Fed Paused, and the Bill Came Due

The Federal Reserve stopped raising rates on Wednesday and the 10-year Treasury yield finished the week below 5 percent, and the Nasdaq still closed out its worst month since March. The gap between th…

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