Market Pulse

Index	Last Week	1-Month (Trailing)	YTD
DJIA	+3.00%	−2.40%	−0.30%
S&P 500	+3.60%	−1.90%	−0.40%
Nasdaq	+4.70%	−1.30%	−1.50%
Russell 2000	+4.00%	−0.80%	+6.00%
MSCI EAFE	+3.20%	+0.90%	+4.80%
MSCI EM	+1.90%	−2.70%	+4.10%
Bloomberg U.S. Agg	−0.30%	−1.40%	−0.60%
Bloomberg U.S. Corp HY	+0.90%	−0.20%	+0.70%

Data as of: Friday, April 10, 2026

See important disclosures below.

Weekly Recap

04/06/2026 - 04/10/2026

U.S. Economy

• FOMC minutes hawkish fewer cuts expected amid inflation risks

• Core CPI cooler sentiment hits record low on Iran concerns

Equity Market

• Stocks rise again as U.S.–Iran ceasefire supports risk sentiment

• AI-driven mega caps surge software weak on disruption fears

Bond Market

• Treasuries mixed 10-year auction demand softer than recent

• Dollar weakens as markets reassess Fed rate cut timing

Around the Globe

• Oil plunges as ceasefire eases supply disruption fears

• Gold rises Bitcoin jumps amid geopolitical uncertainty

The Week Ahead…

04/13/2026 - 04/17/2026

• Mon

  • Existing Home Sales (Mar)

  • Goldman Sachs

• Tue

  • PPI (Mar)

  • BlackRock, CarMax, Citigroup, Johnson & Johnson, JPMorgan, Wells Fargo

• Wed

  • Empire State Index (Apr)

  • Fed Beige Book

  • Bank of America, Morgan Stanley, PNC Financial

• Thu

  • Jobless Claims

  • Industrial Production (Mar)

  • Abbott Laboratories, Bank of New York Mellon, Charles Schwab, PepsiCo, Travelers

• Fri

  • State Street, Truist Financial

The week ahead will bring a busy slate of economic data alongside the early stages of first-quarter earnings season. Markets will closely watch housing and inflation signals on Monday and Tuesday, beginning with March existing home sales and followed by the Producer Price Index. These releases will help shape expectations around inflation trends and the Federal Reserve’s policy path after recent hawkish messaging from policymakers.

Midweek attention will turn toward regional economic activity and broader business conditions. Wednesday’s Empire State manufacturing survey and the Federal Reserve’s Beige Book will provide insight into how businesses are responding to current economic conditions, while the housing market index will offer another look at demand and builder sentiment. On Thursday, jobless claims and March industrial production will give investors updated readings on labor market resilience and manufacturing momentum.

Earnings season also ramps up, led by major financial institutions including JPMorgan, Citigroup, Wells Fargo, Bank of America, and Morgan Stanley, alongside companies such as Johnson and Johnson, PepsiCo, Netflix, and Charles Schwab. Their results and outlooks should provide important clues on consumer health, lending conditions, and broader economic momentum.

-Matt Shaw, CFA

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