Weekly Stock Market Brief

Every Monday we publish one brief on what moved U.S. markets the week before: how the eleven GICS sectors performed, where commodities went, which themes carried momentum, and which companies report next. The performance figures come from the sector SPDR ETFs and front-month futures, and the earnings calendar covers the companies we track. Each edition is dated and stays online, so you can read back through what the market looked like at the time.

• Week of Oct 5, 2026Government shutdown and Iran tensions spark a defensive routThe US government shutdown that began October 1 is heading into its second week with no resolution in sight, and it is already the dominant force…
• Week of Sep 28, 2026Meta's AI agent launch reignites the mega-cap tech tradeThe past week's dominant story was a split market: mega-cap technology and communication services surged while nearly every other sector absorbed the…
• Week of Sep 21, 2026Yields above 5% hit the rate-sensitive sectorsThe bond market set the tone last week, and this week's question is whether it keeps doing so.
• Week of Sep 14, 2026Energy captures the Iran risk premium as health care slidesThe week ahead centers on the Federal Reserve's September 15-16 meeting, where the rate decision carries more uncertainty than markets have shown in…
• Week of Sep 7, 2026Energy jumps as US-Iran tanker strikes spike oil pricesThe dominant story heading into this week is the widening US-Iran confrontation in the Strait of Hormuz, which pushed crude oil sharply higher and…
• Week of Aug 31, 2026Nvidia's earnings beat collides with a hawkish Fed resetLast week's action was defined by two collisions: Nvidia's fiscal second-quarter results and the Federal Reserve's tone at Jackson Hole.
• Week of Aug 24, 2026Healthcare surges as rising yields rattle tech stocksThe week ahead centers on Federal Reserve Chair Kevin Warsh's first Jackson Hole keynote, set for Friday morning at the Kansas City Fed's annual…
• Week of Aug 17, 2026Weekly Stock Market Brief
• Week of Aug 10, 2026Weekly Stock Market Brief
• Week of Aug 3, 2026Weekly Stock Market Brief
• Week of Jul 27, 2026Mega-cap tech faces its AI capex reckoningThe week's central event is Wednesday's Federal Reserve rate decision, the first real test of Chair Kevin Warsh's inflation tolerance since he took…
• Week of Jul 20, 2026Energy captures the Iran risk premiumThe single biggest story heading into the week of July 20 is whether the AI capex narrative can stabilize after last week's rout, or whether the…
• Week of Jul 13, 2026Bank earnings test the financials-led rotationThe most important story this week is the collision between cooling inflation data and a fresh geopolitical risk premium in oil, arriving just as…

Frequently asked questions

See how last week's reporters did against consensus in the earnings recap, or open any company's stock page. This page is market commentary for informational purposes only, not investment advice.