Weekly Market Recap – Week Ending Sep 25, 2026 U.S. equity markets were mixed this week, with technology and growth-related areas leading while several defensive and rate-sensitive sectors moved lower. The NASDAQ 100 ETF (QQQM) rose 3.24%, and the S&P 500 ETF (SPYM) gained 1.29%, supported by strong performance in Technology (XLK), Communication Services (XLC), … Read more
Strategy Note September 21, 2026 As the US stock market continues to endure September stagnation, we focus on a risk factor few strategists have talked about among headline-grabbing events. Over the first nine months of 2026, we have witnessed a fascinating macro paradox: a surging US stock market decoupling completely from the bond market. The … Read more
Weekly Market Recap – Week Ending Sep 11, 2026 U.S. equity markets moved lower this week, with broad weakness across most major ETFs and sector benchmarks. The S&P 500 ETF (SPYM) declined 1.05%, while the NASDAQ 100 ETF (QQQM) slipped 0.57%, as small caps, dividend equity, financials, industrials, real estate, utilities, consumer staples, and consumer … Read more
U.S. equity markets were mostly mixed this week, with modest gains in the major benchmarks masking weakness across several sectors. The NASDAQ 100 ETF (QQQM) rose 0.36%, while the S&P 500 ETF (SPYM) gained 0.11%, supported by strength in Energy (XLE), Technology (XLK), Utilities (XLU), and Health Care (XLV). However, Consumer Discretionary (XLY), Materials (XLB), … Read more
Weekly Market Recap – Week Ending Aug 28, 2026 U.S. equity markets were mixed this past week, with modest gains in the major benchmarks offset by weakness across several defensive and cyclical sectors. The S&P 500 ETF (SPYM) gained 0.49%, while the NASDAQ 100 ETF (QQQM) rose 0.42%, supported by strength in Technology (XLK), Communication … Read more