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
September switched gears from negative to positive very quickly. Once again, the positive market performance was driven by the technology sector. The ultimate catalyst of the week was Akamai Technologies signing a massive $11.6 billion deployment deal with Anthropic. This was closely followed by Microsoft revamping its Copilot suite with new autonomous agentic AI … 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
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 21, 2026 U.S. equity markets moved lower this week, with weakness led by technology, Industrials, Utilities, and broader growth-oriented benchmarks. The NASDAQ 100 ETF (QQQM) declined 2.41%, while the S&P 500 ETF (SPYM) fell 1.38%, pressured by sharp losses in Technology (XLK), Industrials (XLI), and Utilities (XLU). In … Read more
Weekly Market Recap – Week Ending Jul 17, 2026 U.S. equity markets were mixed this week, with technology-led weakness weighing on the broader benchmarks while select defensive and energy-related areas held up better. The NASDAQ 100 ETF (QQQM) declined 2.30%, and the S&P 500 ETF (SPYM) slipped 0.79%, pressured by a 3.14% drop in Technology … Read more
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
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
Weekly Market Recap – Week Ending May 15, 2026 U.S. equity markets were mixed this week, with broader ETF performance showing limited movement across the major benchmarks and sectors. The NASDAQ 100 ETF (QQQM) slipped modestly, while the S&P 500 ETF (SPYM) was nearly flat, indicating a pause in broader market momentum. Sector performance was … Read more
Weekly Market Recap – Week Ending April 24, 2026 U.S. equity markets delivered a mixed but constructive performance over the past week, with strength concentrated in technology and growth-oriented sectors while several cyclical and defensive segments lagged. Mega-cap tech and semiconductor-linked names continued to drive momentum, supported by strong investor appetite for AI and innovation … Read more