Market Pulse

Index	Last Week	1-Month (Trailing)	YTD
DJIA	+2.96%	−4.12%	−3.24%
S&P 500	+3.36%	−3.43%	−3.84%
Nasdaq	+4.44%	−2.83%	−5.86%
Russell 2000	+3.28%	−3.00%	+1.94%
MSCI EAFE	+4.00%	−1.96%	+1.73%
MSCI EM	+1.50%	−5.40%	+3.07%
Bloomberg U.S. Agg	+0.80%	−1.25%	−0.04%
Bloomberg U.S. Corp HY	+1.20%	−0.53%	−0.09%

Data as of: Friday, April 3, 2026

See important disclosures below.

Weekly Recap

03/30/2026 - 04/03/2026

U.S. Economy

• Iran war spending lifts deficit outlook

• AI drives surge in layoffs

Equity Market

• S&P 500 gains about 3%

• Nike drops about 15%

Bond Market

• Deficit fears pressure Treasuries

• Credit funds face redemptions

Around the Globe

• Hormuz disruptions threaten oil

• Brent crude surges in Q1

The Week Ahead…

04/06/2026 - 04/10/2026

• Mon

  • ISM Services (Mar)

• Tue

  • Durable Goods Orders (Feb)

  • Levi Strauss

• Wed

  • FOMC Minutes (Mar meeting)

  • Delta Air Lines, Constellation Brands

• Thu

  • Jobless Claims

  • PCE Inflation (Feb)

  • Neogen, Simply Good Foods, WD-40

• Fri

  • CPI (Mar)

  • UMich Consumer Sentiment (Apr prelim)

Markets will turn their attention to several key economic releases this week as investors look for clearer signals on the trajectory of growth and inflation. Monday brings the March ISM Services report, offering a timely gauge of activity across the largest segment of the U.S. economy. Tuesday follows with February durable goods orders, which should provide additional insight into business investment trends and manufacturing demand.

Policy and fixed income markets will also be in focus mid-week. Minutes from the Federal Reserve’s March meeting will be released Wednesday afternoon, offering greater detail on policymakers’ views around inflation, growth risks, and the potential path of interest rates. Treasury auctions will also draw attention as the government sells three-, ten-, and thirty-year securities across the week.

The week concludes with two closely watched inflation and sentiment indicators. March CPI will provide an updated look at price pressures, while the University of Michigan’s preliminary April consumer sentiment reading will offer insight into how households are responding to the evolving economic backdrop.

-Matt Shaw, CFA

Like this update? Sign up for our Daily Market Update.

This report and the opinions provided herein are for informational purposes only, are not a solicitation, and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security or investment. All opinions expressed herein constitute the author’s judgement as of the date of this document and are subject to change without notice. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of author are based on current expectations, estimates, opinions and/or beliefs. Such statements are not facts and involve known and unknown risks, uncertainties and other factors. Past events and trends do not predict or guarantee or indicate future events or results. Information cited in this report has been drawn from sources believed to be reliable and was captured at a point in time. Therefore, the data is subject to change and its accuracy is not guaranteed. DJIA, S&P, Russell 2000, and NASDAQ indices are referenced directly; MSCI EAFE, MSCI EM, BB U.S. Aggregate, Bloomberg U.S. Corp. HY, and all sector figures refer to the respective ETFs as a representative figure. Ategenos Capital, LLC d/b/a AC Wealth Partners does not own or control and is not affiliated with any third-party content provided via hyperlink, quoted, or cited herein. Investors seeking more information should contact their financial advisor. Investing involves risk, including the possible loss of principal. It is not possible to invest directly in an index. Past performance does not guarantee future results. AC Wealth Partners is an investment adviser registered with the SEC. SEC registration does not imply any specific level of training or skill.