This was the week the market’s worst fears converged. The Fed held rates and raised its inflation forecast. Oil breached $112. Gold crashed 10%. And the Russell 2000 became the first major index to enter correction territory. Four straight weeks of losses — the longest streak since last April — have left every major benchmark at 2026 lows.
The full analysis is attached as a PDF/document below, including complete market snapshot and sector scorecard tables, detailed earnings breakdowns, and the full Week Ahead preview. Here’s a summary of the three themes that defined the week.