Five weeks of losses. The Dow in correction. Rate hike odds above 50%. Consumer sentiment in the bottom 1% of its historical range. This is no longer a garden-variety pullback — it’s a real-time repricing of the 2026 growth and inflation outlook.
Here’s what drove the week and what to watch next. For the complete market snapshot table, sector scorecard, and detailed analysis, download the full Weekly Recap document linked at the bottom of this post.