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SSJ Weekly Market Insights: Softer Jobs Help Risk Assets, but Yields Still Control the Hurdle

Softer jobs and cooler inflation reduced October Fed-hike risk, but 5%+ Treasury yields still constrain…

October 4, 2026
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SSJ Weekly Market Overview: Stocks Rally on Soft Jobs, but 5% Yields Still Matter

Stocks rallied Friday after soft jobs data reduced Fed-hike fears, but the S&P and Dow…

October 4, 2026
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SSJ Weekly Market Signals: AI Strength Returns, but 5% Yields Keep the Hurdle High

AI leadership and $37.6B of U.S. equity-fund inflows improved the tape, but 5%+ Treasury yields…

September 27, 2026
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SSJ Weekly Market Insights: AI Leadership Improves the Tape, but Rates Still Set the Price

AI leadership, returning fund flows and strong business investment improved the market, but 5%+ Treasury…

September 27, 2026
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SSJ Weekly Market Overview: AI Stocks Lift the Market as Treasury Yields Stay High

AI stocks helped the S&P 500 and Nasdaq finish higher and equity funds drew $37.6B,…

September 27, 2026
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SSJ Weekly Market Signals: Fed Hike, 5% Yields and $100 Oil Keep the Risk Map Tight

The Fed hiked, the 10-year tested 5%, oil stayed above $100 and U.S. equity funds…

September 19, 2026

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