What this is
A weekly review of US markets, published after each Friday close. Each issue covers what moved stocks, yields and commodities, the forces behind the move, a read on what options priced for the week against what the market delivered, and the scheduled events for the week ahead.
All issues
- Week ending October 30, 2026Alphabet's Stumble Exposed How Thin the AI Trade Has BecomeS&P 500 -0.57%
- Week ending October 23, 2026Volatility Priced a Storm That Never Hit the Index, Only the SectorsS&P 500 -0.47%
- Week ending October 16, 2026Hot Inflation Data and an AI Revenue Shortfall Split the Market in TwoS&P 500 -1.95%
- Week ending October 9, 2026Stocks Set Records While Options Priced a Far Rougher WeekS&P 500 +1.15%
- Week ending October 2, 2026A Soft Jobs Report Unwound the Fed's Hike Bet and Lifted StocksS&P 500 -0.27%
- Week ending September 25, 2026Ten-Year Yields Hit a 19-Year High, and the S&P 500 Barely NoticedS&P 500 +1.21%
- Week ending September 18, 2026A Fed Hike, a 5% Ten-Year, and an S&P 500 That ShruggedS&P 500 -0.08%
- Week ending September 11, 2026Crude's Surge Past $100 Repriced the Fed Faster Than Any Data PrintS&P 500 -0.80%