10/05/2026 ValuEngine Weekly Commentary: YTD and Q3 Performance Analysis, Strategy Notes

Weekly Market Recap – Week Ending Oct 02, 2026 U.S. equity markets were mixed this week, with gains in technology-related areas offset by weakness across several broader market and defensive sectors. The NASDAQ 100 ETF (QQQM) rose 0.70%, supported by a 1.80% gain in Technology (XLK), while the S&P 500 ETF (SPYM) slipped 0.22%. Energy … Read more

09/29/2026 ValuEngine Weekly Commentary: Sector and ETF Performance

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

September Stagnation Marked by Record-Low Yields, High Duration Risk and High Valuations

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

Finding Value Opportunities Among Highly Rated Stocks

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

08/17/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending August 14, 2026 U.S. equity markets advanced this week, with gains spread across most major ETFs and sector benchmarks. Energy (XLE) led the group with a strong 7.67% gain, while Dividend Equity (SCHD), Utilities (XLU), Communication Services (XLC), Consumer Staples (XLP), Technology (XLK), Small Caps (VB), and Health Care … Read more

08/03/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jul 31, 2026 Markets posted a modestly positive week, with the broad S&P 500 and Nasdaq-100 ETFs gaining 1.05% and 0.87%, respectively, while small caps slipped 0.59%. Leadership was concentrated in Consumer Discretionary, which surged 4.74%, followed by Energy at 2.04%, whereas Utilities, Materials, Industrials and Real Estate recorded … Read more

07/28/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending July 24, 2026 U.S. equity markets were mixed this week, with continued pressure on growth-oriented benchmarks offset by strength in defensive, industrial, and energy-related sectors. The NASDAQ 100 ETF (QQQM) declined 1.71%, while the S&P 500 ETF (SPYM) slipped 0.46%, weighed down by sharp weakness in Consumer Discretionary (XLY) … Read more

07/13/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending July 10, 2026 Markets remained mixed last week, with sector leadership continuing to rotate beneath a relatively stable broader market. The S&P 500 edged up 0.16%, while the Nasdaq 100 and small caps declined 1.07% and 1.33%, respectively. Energy was the clear standout, surging 5.78%, followed by gains in … Read more

07/06/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jul 02, 2026 U.S. equity markets were mixed over the shortened trading week, with broad index performance modestly positive but sector leadership remaining uneven. The S&P 500 ETF (SPYM) gained 0.56%, while the NASDAQ 100 ETF (QQQM) declined 1.55%, weighed down by continued weakness in Technology (XLK), which fell … Read more

06/29/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jun 26, 2026 U.S. equity markets were mixed this week, with weakness in growth and technology offset by strength in defensive and health care sectors. The NASDAQ 100 ETF (QQQM) declined 3.11%, while the S&P 500 ETF (SPYM) slipped 0.88%, pressured by a sharp pullback in Technology (XLK), which … Read more