Market Navigator—Week of August 17, 2026

Presented by Scott Walton

Stocks were marginally higher, with strength in small-cap stocks and value-leaning sectors such as energy, consumer staples, health care, and financials. Bond markets were slightly lower. The 30-year Treasury yield moved to 5.25 percent, a level not seen since 2007.

Quick Hits

1. Beyond the headlines: Inflation moderates but remains above the Federal Reserve’s (Fed’s) target.
2. Report releases: Weaker retail sales and modest improvement in inflation should keep the Fed in a holding pattern.
3. Financial market data: Stocks were marginally higher, with strength in small-caps and value-leaning sectors.
4. Looking ahead: Highlights include housing market updates and minutes from the Federal Open Market Committee’s (FOMC’s) July meeting.

Keep reading for an in-depth look.