Week in review of the events impacting the markets
Oct 5, 2026
Amazon, Walmart and Target clear the shelves. Uncle Sam clears $119 billion of IOUs at 2002 prices.
Oct 4, 2026
A 56-year-old data manager from Queens walks the city with a ladder on his back and a gym bag full of $11 basketball nets. Nobody pays him. Nobody asked him. He just can't stand a bare rim.
Oct 3, 2026
Hiring nearly stalled, so the Fed put the radar gun down. The market threw a party on the side of the road.
Oct 2, 2026
Consumer confidence hit a 12-year low the same morning Carnival posted record revenue. Then one Fed voter said "no rush."
Factory prices jumped. Two Fed voters preached patience anyway, and the 2-year yield dropped 10 basis points. Now the jobs report decides who was right.
Core PCE rose to 3.0% after the government changed how it weights three factors. Hike odds fell to about a third. The 30-year hit its highest close since 2002, anyway.
Sep 29, 2026
Trump said no to Iran, yields hit 2007 highs, and the world's panic room had its worst day since June.
Sep 28, 2026
The market already priced in the punishment. This week, the economy brings home its grades.
