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13 reports
Weekly Recap: A Record S&P 500 Meets $100 Oil and a Hiking Fed
The S&P 500 set its first record since August and gained 1.2%, but defensive sectors led, tech slipped, Brent held above $100 and Fed minutes pointed to another rate hike by year-end.
WEEKLY MARKET RECAP
Week of April 27 – May 1, 2026 | Published Saturday, May 3, 2026 Data as of May 1, 2026 market close
WEEKLY MARKET RECAP
Week of April 21 - April 25, 2026 Published Saturday, April 26, 2026 Data as of April 25, 2026 market close
Weekly Market Recap — Week of April 21, 2026
The S&P 500 closed the week up 1.8%, led by a strong earnings season from mega-cap tech. The Fed held rates steady at 4.25-4.50%, with Chair Powell striking a cautious tone on inflation. Key themes this week: rotation from defensive sectors back into growth, dollar weakness supporting commodities, and the continued AI infrastructure buildout driving semiconductor outperformance.
WEEKLY MARKET RECAP
Week of April 13 – April 17, 2026 | Published Saturday, April 18, 2026 Data as of April 17, 2026 market close
WEEKLY MARKET RECAP
Week of April 6 – April 10, 2026 Published Saturday, April 11, 2026 Data as of April 10, 2026 market close
Weekly Market Recap — Week of April 7, 2026
A volatile week for markets as CPI came in hotter than expected (3.2% vs 3.0% consensus), pushing back rate cut expectations and causing a sharp intraday selloff. However, the market recovered by Friday, suggesting the underlying bid remains strong. Key themes: inflation stickiness, dollar strength, and the resilience of the AI trade.
WEEKLY MARKET RECAP
Week of March 30 – April 3, 2026 | Published Saturday, April 4, 2026
SAAM Weekly Recap | March 23–27, 2026
Published Sunday, March 29, 2026 | Data as of Friday, March 27 market close
Weekly Market Recap: March 16–20, 2026
Published Sunday, March 22, 2026 | Data as of Friday, March 20 market close
Week in Review: Oil Tops $100, CPI Offers False Comfort, and the Fed Faces a No-Win Setup — March 9–13, 2026
Published Sunday, March 15, 2026
Week in Review: Oil Shock Meets AI Boom — March 2–6, 2026
Published Sunday, March 8, 2026
February 2026 Sector Scorecard: The Great Rotation Deepens
The S&P 500 was nearly flat through February, but underneath it energy, industrials and staples posted double-digit gains while technology fell, one of the widest sector gaps on record.