Market Pulse

Index	Last Week	1-Month (Trailing)	YTD
DJIA	−0.95%	+0.52%	+2.46%
S&P 500	−0.72%	−0.61%	+1.08%
Nasdaq	−0.55%	−2.84%	−0.42%
Russell 2000	−0.88%	+0.31%	+5.32%
MSCI EAFE	+0.74%	+4.12%	+10.66%
MSCI EM	+0.59%	+4.18%	+15.12%
Bloomberg U.S. Agg	+0.36%	+1.46%	+1.87%
Bloomberg U.S. Corp HY	−0.21%	−0.18%	+0.34%

Data as of: Friday, March 6, 2026, 4:00 p.m. ET

See important disclosures below.

Weekly Recap

03/02/2026 - 03/06/2026

U.S. Economy

• February payrolls fell 92K, signaling labor slowdown

• Fed cut expectations trimmed to about 39bps for the year

Equity Market

• S&P 500 fell second straight week

• Energy outperformed as oil surged

Bond Market

• Treasury yields jumped sharply across curve

• Markets scaled back Fed cut expectations

Around the Globe

• U.S.-Israel strikes escalated Iran conflict

• Oil surged 35% amid Hormuz disruption fears

The Week Ahead…

03/09/2026 - 03/13/2026

• Mon

  • Vail Resorts, Hewlett Packard Enterprise earnings

• Tue

  • NFIB Small Business Index (Feb)

  • Existing Home Sales (Feb)

  • Kohl’s, Oracle, AeroVironment earnings

• Wed

  • Consumer Price Index (Feb)

  • Treasury Budget Statement (Feb)

  • Campbell’s, Stitch Fix, Petco earnings

• Thu

  • Housing Starts (Feb)

  • Initial Jobless Claims (weekly)

  • Dollar General, Dick’s Sporting Goods, Ulta, Adobe earnings

• Fri

  • Core PCE Price Index (Jan)

  • Michigan Consumer Sentiment (Mar prelim)

  • GDP revision (Q4)

The week ahead features a lighter earnings calendar as the Q4 reporting season winds down, though several notable companies will still report results. Monday highlights include earnings from Vail Resorts and Hewlett Packard Enterprise. Tuesday brings results from Kohl’s, Oracle, and AeroVironment, while Wednesday includes Campbell’s, Stitch Fix, and Petco. The busiest earnings day will be Thursday, with Dollar General and Dick’s Sporting Goods reporting before the open, followed by Adobe, Lennar, and Ulta Beauty after the close.

Economic data will be the primary focus for markets. Tuesday features the NFIB Small Business Index and February existing home sales. Wednesday’s CPI report will be the most closely watched release of the week, providing a key update on inflation trends ahead of the March FOMC meeting.

The week wraps up with housing starts and jobless claims Thursday, followed by a heavy slate Friday including durable goods orders, a revision to Q4 GDP, core PCE, and the preliminary March Michigan consumer sentiment reading.

-Matt Shaw, CFA

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