Weekly Market Commentary: September 28 – October 2, 2026

Jobs Slump, Inflation Cools, Rate-Hike Odds Plunge – Yet Long-Term Yields Refused to Fall   This week delivered a rare combination: the labor market cooled, inflation came in softer than expected, and the odds of another Federal Reserve rate hike dropped sharply. Yet the long end of the Treasury market did not rally the way […]