Market Navigator—Week of October 26, 2026

Presented by Scott Walton

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Although stocks were mixed at the index level last week, strength was seen beneath the surface. The Russell 2000 was the best-performing part of the market, and the equal-weight S&P 500 also had another strong week. The Treasury market rallied again, providing ballast to equities as the yield on the 10-year declined to 5 percent.

Quick Hits

1. Beyond the headlines: Why higher rates aren’t necessarily bad news.

2. Report releases: Housing data was weak as high mortgage rates and increasing input costs weighed on the market.

3. Financial market data: Bonds rallied again on lower Treasury yields; stocks were mixed but market breadth improved.

4. Looking ahead: The Federal Reserve’s (Fed’s) meeting is the highlight of a busy week.

Keep reading for an in-depth look.