Tomorrow's jobs report, Thursday's Nike results and Friday's BOJ decision are weekly highlights, but focus could stay on fast-retreating tech stocks and rising Treasury yields.
After getting sold heavily last week, many AI names rose early. Tomorrow's jobs report could set this week's tone, while retail sales, CPI, Nike and FedEx also loom in coming days.
The Dow Jones, S&P 500 Equal Weight and Russell 2000 all hit fresh all-time highs this week while tech stocks slumped on AI concerns. Will sector rotation be enough to set the bulls up for a year-end rally?
Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.
Investors will continue to chew over the Fed's latest rate cut along with Broadcom earnings today after the S&P 500 closed just shy of a record high on Wednesday.
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