Weekly Market Insights | Stocks Advance; Investors’ Attention on What’s Next

Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, declining bond yields, and ongoing diplomatic efforts in the Middle East.

The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index advanced 2.06 percent. The Dow Jones Industrial Average edged up 0.28 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, added 0.15 percent.1,2

Choppy Trading

Stocks bolted out of the gate to start the week, rebounding thanks to AI stocks, falling oil prices, and bond yields. The Nasdaq hit a record intraday high during Monday’s session.

The broad market went sideways on Tuesday as traders kept an eye on developments in the Middle East, while oil prices and Treasury yields slid further.3,4

Markets then fell midweek amid investor concerns over comments from one Fed official and two inflation updates. All three major averages were under pressure. The malaise hung on into Thursday, but stocks began to climb late in the day on upbeat reports out of the Middle East.5,6

All three major averages continued their recovery Friday, ending the day with some momentum going into the close.7

Eyes on Bonds

Treasury yields hit multidecade highs last week due to a couple of factors.

The first was Federal Reserve Governor Michael Barr’s hawkish language on Wednesday, suggesting he was open to another rate adjustment at the October Fed meeting. And the second was the Purchasing Managers’ Index (PMI) reports for both manufacturing and services, which were also released on Wednesday. Both reports showed costs hit four-year highs for the month.8

This Week: Key Economic Data

Tuesday: S&P Cotality Case-Shiller Home Price Index. Consumer Confidence. Job Openings & Labor Turnover. Fed speeches: Austan Goolsbee (Chicago) & John Williams (NYC).

Wednesday: ADP Employment Report (private sector). Gross Domestic Product (GDP), Q2 (third estimate). Trade Balance in Goods. Wholesale & Retail Inventories. Personal Consumption Expenditures (PCE) Index. Fed President Goolsbee speaks.

Thursday: Weekly Jobless Claims. Purchasing Managers Index (PMI)—Manufacturing. Construction Spending.

Friday: Employment Report. Factory Orders. 

Source: Investor’s Business Daily - Econoday economic calendar: September 25, 2026.
The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

This Week: Companies Reporting Earnings

Wednesday: Micron Technology, Inc. (MU)

Thursday: Nike, Inc. (NKE)

Source: Zacks, September 25, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

"The problem with putting two and two together is that sometimes you get four, and sometimes you get twenty-two."

– Dashiell Hammett

The Galápagos Islands: Where Adventure Meets Purpose

If you're looking for a trip that's as meaningful as it is memorable, the Galápagos Islands deserve a spot at the top of your list. This remote Pacific archipelago offers a rare blend of active exploration and natural wonder, guided by expert naturalists who bring the islands' incredible ecosystem to life. A cruise is one of the best ways to experience the Galápagos, though land-based options with daily yacht excursions offer a more relaxed pace. For travelers who care about conservation and sustainability, few destinations in the world feel quite as inspiring.

Tip adapted from TravelandLeisure.com9

Cook a New Recipe Together Every Week

The kitchen is one of the best classrooms a family has. Pick a new recipe each week and assign everyone a role, from washing vegetables to measuring ingredients to plating the final dish. Kids who help make their food are far more likely to eat it, and the skills they pick up along the way will serve them for life. Rotate who gets to choose the recipe and watch your family's culinary curiosity grow week by week.

Tip adapted from TheEveryMom.com10

There is a 7-letter word that starts with BR and ends in G, and if you put an E in it, you get an 8-letter word that sounds the same yet has a different meaning. Name these two words.

Last Week's Riddle: They are captured by mud and snow, left behind but never taken, and rarely seen in isolation. What are they?

Answer: Footprints.

Cliffs of Moher 

Liscannor, Clare, Ireland

Footnotes And Sources

1. WSJ.com, September 25, 2026
2. Investing.com, September 25, 2026
3. CNBC.com, September 21, 2026
4. CNBC.com, September 22, 2026
5. CNBC.com, September 23, 2026
6. CNBC.com, September 24, 2026
7. WSJ.com, September 25, 2026
8. CNBC.com, September 23, 2026 
9. TravelandLeisure.com, April 12, 2026
10. TheEveryMom.com, July 21, 2026

Weekly Market Insights | Fed Ups Rates; Investors Ponder AI, Oil

Below is a preview of your scheduled email. You can save this for archival purposes.

Footnotes And Sources

1. WSJ.com, September 18, 2026
2. Investing.com, September 18, 2026
3. CNBC.com, September 14, 2026
4. CNBC.com, September 15, 2026
5. WSJ.com, September 16, 2026
6. CNBC.com, September 17, 2026
7. CNBC.com, September 18, 2026
8. WSJ.com, September 16, 2026
9. WSJ.com, September 16, 2026
10. creatoreconomy.so, June 25, 2025
11. ideas.ted.com, November 18, 2025 

Weekly Market Insights | CPI Holds Steady; Investors Await Fed Action

Stocks fell over a shortened trading week as higher oil prices rattled investors.

The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index edged down 0.66 percent. The Dow Jones Industrial Average fell 1.57 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, skidded 1.39 percent.1,2

Sluggish Start

Stocks fell in response to higher oil prices at Tuesday’s opening bell as investors returned from the long Labor Day weekend. Investors kept one eye on diplomatic efforts in the Middle East and another on fresh inflation reports due out later in the week.3
 
Stocks were under pressure again on Wednesday as oil prices continued climbing. After the Treasury Department announced it was tripling its long-dated debt buyback program (to as much as $6 billion), the yield on the 10-year Treasury note rose to a 3-year high. Investors continued to fret over inflation as the week progressed, putting further pressure on stocks.4,5
 
On Friday, stocks rebounded after news that annualized inflation held steady in August, puzzling some who expected stocks to decline. Oil prices fell, and markets rebounded to finish a tough week on an upbeat note.6

Inflation Reports

Wholesale inflation was released on Thursday; PPI, or the Producer Price Index, rose 0.4 percent in August over the prior month, in line with expectations. Stocks were under pressure despite the tame results.7

But on Friday, the latest CPI (Consumer Price Index) report showed that year-over-year retail inflation in August held steady at 3.4 percent. Traders appeared to look past the report, with the question shifting from whether the Fed will adjust rates this year to how many times the Fed may need to act.8

This Week: Key Economic Data

Tuesday: Federal Open Market Committee (FOMC) Meeting, Day 1.

Wednesday: Federal Open Market Committee (FOMC) Meeting, Day 2. Retail Sales. Import Prices. Manufacturing & Trade Inventories. NAHB Housing Market Index. Fed interest rate decision.

Thursday: Housing Starts. Weekly Jobless Claims. Pending Home Sales.

Friday: Industrial Production. Capacity Utilization. Leading Indicators.

Source: Investor’s Business Daily - Econoday economic calendar: September 11, 2026.
The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

This Week: Companies Reporting Earnings

No major companies are reporting this week.

Source: Zacks, September 11, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

“Fight for the things that you care about, but do it in a way that will lead others to join you.” 

–Ruth Bader Ginsburg

Turn Errands Into a Scavenger Hunt

Everyday errands don't have to feel like a chore. For kids, they can be an adventure. Before your next grocery run or trip to the hardware store, put together a simple scavenger hunt list tailored to wherever you're headed. Challenge younger kids to find items by color or shape, while older ones can compare prices or read labels. It turns a routine outing into an engaging, educational experience that the whole family can enjoy together.

Tip adapted from theeverymom.com9

Strength Training Strategies for Every Level

If you would like to build muscle mass, sometimes the simplest strategies are optimal. For example, becoming proficient at the "big four" exercises can help you create a strong (literally) foundation. These four moves include the squat, deadlift, bench, and shoulder press. You can work on some of your body's major muscle groups with these simple movements. 

Another strategy involves using dumbbells and barbells. While the fancy machines in the gym may seem fun and enticing, mastering the foundational movements with free weights requires skill. Free-weight and bodyweight training are among the most effective and simplest exercises. 

Lastly, maintain a log and track your progress. Even doing one more rep or lifting five more pounds counts as progress. These achievements will keep you motivated and make it easier to track your progress as you get stronger. 

Tip adapted from Men's Journal10

A 400-yard long promenade has an ornate brass bench every 100 yards on both sides, including ones at its beginning and end. So in total, how many benches are there along this promenade?

How do you spell “hard water” using only three letters?

Answer: Use the letters I-C-E.

Bison in winter 
Yellowstone NP, WY, United States

Footnotes And Sources

1. WSJ.com, September 11, 2026
2. Investing.com, September 11, 2026
3. CNBC.com, September 8, 2026
4. CNBC.com, September 9, 2026
5. CNBC.com, September 9, 2026
6. WSJ.com, September 11, 2026
7. CNBC.com, September 10, 2026
8. WSJ.com, September 11, 2026
9. Theeverymom.com, July 21, 2026
10. Mensjournal.com, November 18, 2025

Weekly Market Commentary

Weekly Financial Market Commentary

February 7, 2022

Our Mission Is To Create And Preserve Client Wealth

A rosy view through the rearview mirror.

To say that economists did not have great expectations for the January employment report might be understating their position. It was widely believed that the spread of the COVID-19 Omicron variant would translate into a dismal jobs report.1 It didn’t.

“After some estimates called for U.S. payrolls to decline by as much as 400,000, the labor market shockingly added that many jobs in January – and then some,” reported Olivia Rockeman of Bloomberg.

The United States added 467,000 jobs in January, and the numbers for November and December were adjusted upward, too, by more than 700,000, reported the Bureau of Labor Statistics.

The U.S. unemployment rate ticked up to 4.0 percent as labor force participation rate – the number of people working or actively looking for jobs increased. The change in participation reflected updated population estimates in the household survey based on U.S. Census data that boosted the population of 35- to 64-year-olds and reduced the number of people age 65 and older.

The jobless rate among those seeking employment was 3.4 percent for White people, 3.6 percent for Asian people, 4.9 percent for Hispanic people, and 6.9 percent for Black people. Teenagers had the highest unemployment rate at 10.9 percent.

Signs of the economy’s strength during the fourth quarter also showed in company earnings reports. Earnings reflect a company’s profitability. With 56 percent of the companies in the Standard & Poor’s 500 Index reporting fourth quarter earnings so far, “The index is reporting earnings growth of more than 25% for the fourth straight quarter [of 2021] and earnings growth of more than 45% for the full year,” reported John Butters of FactSet.

The jobs and earnings reports paint a picture of robust economic growth in the United States, despite supply chain issues and pandemic variants. Robust economic growth often is accompanied by rising demand for goods and that can push inflation higher, reported Investopedia.  In 2021, U.S. inflation rose 7 percent, which is well above the 2 percent target set by the Federal Reserve (Fed), reported Christopher Rugaber of AP News.

Last week’s jobs report likely reinforced the Fed’s commitment to pursue less accommodative monetary policy in 2022. Fed rate increases make borrowing more expensive, which cools economic growth and brings inflation into line.

Major U.S. stock indices moved higher last week, according to Ben Levisohn of Barron’s. The yield on 10-year U.S. Treasuries finished the week higher.

the dollars and cents of the olympic games. Last week, China won the first gold medal of the Beijing Games with a victory in the mixed short track speedskating relay, beating the Italian team by half a skate blade. The U.S. women’s hockey team outscored Finland, Russia and Switzerland, and a 21-year-old Swede took home gold in men’s moguls.

In many countries, athletes who take home a medal in the winter Olympics receive financial bonuses and other rewards, reported The Economist and Brett Knight of Forbes. For example,

  • Hong Kong promises a $642,000 bonus for a gold medal. (It hasn’t won one yet.)
  • Turkey will reward a gold medalist with $380,000. (It also has yet to win gold.)
  • In Italy, a gold medal is worth a bonus of $214,000.
  • Spaniards who take home the gold receive $112,000.
  • German Olympic medalists were rewarded with a lifetime supply of free beer in the 2016 games.
  • South Korean medalists are rewarded with an exemption from national military service.
  • Slovakians who win individual gold medals receive $56,000, while those who compete on teams receive $17,000 each.
  • U.S. athletes receive $37,500 for a gold medal, $22,500 for silver, and $15,000 for bronze. (U.S. athletes also receive financial support through training grants, healthcare benefits and endorsements.)

The rewards for Olympic medal winners are reasonably clear. However, the rewards for cities that host Olympic games are less so. James McBride and Melissa Manno of the Council on Foreign Relations reported:

“A growing number of economists argue that the benefits of hosting the games are at best exaggerated and at worst nonexistent, leaving many host countries with large debts and maintenance liabilities. Instead, many argue, Olympic committees should reform the bidding and selection process to incentivize realistic budget planning, increase transparency, and promote sustainable investments that serve the public interest.”

Before the Tokyo Olympics, the event cost was estimated at $7 billion. Recent estimates of the actual cost are around $28 billion.

That’s a significant cost overrun.

Weekly Focus – Think About It
“I am very proud of my mom and consider her the most courageous woman I know. With perseverance, sacrifice, and hard work, she raised a family of Olympic athletes and gave us the tools and the spirit to succeed. That is something that my brothers and I will always be thankful for.”
—Diana López, Olympic medalist

How Are Your Investments Doing Lately?  Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio >

Most Popular Financial Stories

Financial Advisor

Explanation of current positions

Several clients have told us they are a little overwhelmed by many of the new ETFs, and what their business model and investment objectives are.   Below is a short summary…

read more…
Happy Thanksgiving

Happy Thanksgiving

Wishing You a Happy Thanksgiving As Thanksgiving approaches, we pause to reflect on and appreciate the abundant blessings in our lives, especially the family and friends who…

read more…

 

Investment advice offered through Research Financial Strategies, a registered investment advisor.
* This newsletter and commentary expressed should not be construed as investment advice.
* Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.  However, the value of fund shares is not guaranteed and will fluctuate.
* Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features.
* The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. You cannot invest directly in this index.
* All indexes referenced are unmanaged. The volatility of indexes could be materially different from that of a client’s portfolio. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. You cannot invest directly in an index.
* The Dow Jones Global ex-U.S. Index covers approximately 95% of the market capitalization of the 45 developed and emerging countries included in the Index.
* The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors use the 10-year Treasury Note as a benchmark for the long-term bond market.
* Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce.
* The Bloomberg Commodity Index is designed to be a highly liquid and diversified benchmark for the commodity futures market. The Index is composed of futures contracts on 19 physical commodities and was launched on July 14, 1998.
* The DJ Equity All REIT Total Return Index measures the total return performance of the equity subcategory of the Real Estate Investment Trust (REIT) industry as calculated by Dow Jones.
* The Dow Jones Industrial Average (DJIA), commonly known as “The Dow,” is an index representing 30 stock of companies maintained and reviewed by the editors of The Wall Street Journal.
* The NASDAQ Composite is an unmanaged index of securities traded on the NASDAQ system.
* International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
* Yahoo! Finance is the source for any reference to the performance of an index between two specific periods.
* Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
* Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
* Past performance does not guarantee future results. Investing involves risk, including loss of principal.
* The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee it is accurate or complete.
* There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
* Asset allocation does not ensure a profit or protect against a loss.
* Consult your financial professional before making any investment decision.
* To unsubscribe from the Weekly Market Commentary please reply to this e-mail with “Unsubscribe” in the subject.

 

Investment advice offered through Research Financial Strategies, a registered investment advisor.

Weekly Market Insights | Stocks Upbeat on AI; Warsh: “Less is More

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech.

The Standard & Poor’s 500 Index gained 0.49 percent, while the Nasdaq Composite Index rose 0.85 percent. The Dow Jones Industrial Average added 0.53 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, lost 0.17 percent.1,2

An Active News Week

Chip stocks fell as the week kicked off, dragging down the S&P 500 and Nasdaq. Reports that the Treasury Department may buy back its own bonds helped drive yields lower.3,4

Midweek, the Personal Consumption Expenditures (PCE) Report, the Fed's preferred inflation gauge, came in a little hotter than expected. However, core PCE, which excludes food and energy, was in line with forecasts.5
 
Market sentiment got a lift on Thursday as investors cheered upbeat Q2 corporate reports. A handful of high-profile tech companies said AI helped drive Q2 results and provided strong guidance. Semiconductor stocks and adjacent names in the AI trade led the rebound, driving broader gains for the Nasdaq and S&P 500.6

On Friday, stocks initially shrugged off Fed Chair Kevin Warsh’s keynote speech, but sellers gained the upper hand later in the session. Short- and intermediate-term Treasury yields, including that of the bellwether 10-year Treasury note, rose as investors digested Warsh’s comments on inflation.7

Signals from Jackson Hole

At the Federal Reserve's 2026 Economic Policy Symposium in Jackson Hole, Fed Chair Warsh expressed concerns about current inflation trends. He also said that he believes “less is more” when it comes to the Fed communicating about future policy moves. 
 
In separate speeches, Cleveland Fed President Beth Hammack, Dallas Fed President Lorie Logan, and Minneapolis Fed President Neel Kashkari appeared to support higher short-term rates. Fed Governor Christopher Waller, Kansas City Fed President Jeffrey Schmid, and Vice Chair Philip Jefferson also took a modestly hawkish tone in their statements.8

This Week: Key Economic Data

Tuesday: Purchasing Managers Index (PMI)—Manufacturing. Construction Spending. Job Openings & Labor Turnover Survey.

Wednesday: ADP National Employment Report (private sector). Factory Orders. Federal Reserve Beige Book.

Thursday: Trade Balance. Weekly Jobless Claims. Purchasing Managers Index (PMI)—Services. Fed speeches, ‘Connecting Communities’ online event: Beth Hammack (Cleveland), Austan Goolsbee (Chicago).

Friday: U.S. Employment Report. 

Source: Investor’s Business Daily - Econoday economic calendar: August 28, 2026.
The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

This Week: Companies Reporting Earnings

Tuesday: Dell Technologies Inc. (DELL), Palo Alto Networks, Inc. (PANW), Medtronic (MDT)

Wednesday: Broadcom Inc. (AVGO), Snowflake Inc. (SNOW), Hewlett-Packard Enterprise Company (HPE)

Thursday: Ciena Corporation (CIEN) 

Source: Zacks, August 28, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

"It's hard to be a diamond in a rhinestone world."

–Dolly Parton

Walk Backward on the Treadmill

It might look a little unconventional, but walking backward on a treadmill while using the handrails for safety can work wonders for foot, knee, and back pain. Many who've tried it report dramatic improvement, not just subtle relief. If you've been dealing with nagging aches, it's worth giving this low-risk technique a try on your next gym visit.

Tip adapted from BuzzFeed9

Stretches to Complement Your Workout

Here are some great stretches that will open up your hips, stretch out your hamstrings, and give your quads some love after a long run or lifting session:

  • Hamstring Stretch – Lay on the ground with your legs straight up. Gently pull one leg toward you until you feel pressure. Repeat with the other leg.
  • Figure Four – Sit on the ground with your legs bent and knees up. Gently rest one ankle on the quad of the opposite leg. If this is too much, straighten one leg on the floor and rest your ankle on your thigh while it’s on the ground.
  • Child’s Pose – This everyday yoga movement can also be a great stretch. Hold the regular child’s pose with your knees about hip-width apart, or intensify the stretch by bringing your knees out wider.

Tip adapted from Runner’s World10

A man bet his neighbor that his dog could jump higher than his neighbor's hedge. The neighbor accepted the bet and lost. Why?

Last Week's Riddle: Its body of stone shields a fiery heart. Under sufficient pressure, its head will depart. What is it?

Answer: A volcano.

Neuschwanstein Castle 
Schwangau, Bavaria, Germany

Footnotes And Sources

1. WSJ.com, August 28, 2026
2. Investing.com, August 28, 2026
3. CNBC.com, August 24, 2026
4. CNBC.com, August 25, 2026
5. CNBC.com, August 26, 2026
6. CNBC.com, August 27, 2026
7. WSJ.com, August 28, 2026
8. WSJ.com, August 28, 2026 
9. BuzzFeed, October 15, 2025
10. Runner’s World, July 17, 2026

6Lc_psgUAAAAAA9c7MediJBuq3wAxIyxDSt73c9j