Market Thoughts - October 2026
It is a short monthly recap that ties rates, equity leadership and jobs data together, and it closes on the question of what those inputs mean for monetary policy. Useful as a quick check on how one wealth firm is framing the month for advisors.
Summary
By the markets & outlook deskCommonwealth's Chris Fasciano recaps September 2026 market and economic news in this monthly video. The month was marked by surging U.S. Treasury yields and resilient equity markets, with a rotation back into large-cap growth stocks making the Nasdaq the best-performing index while the S&P 500 was roughly flat and the Dow Jones posted negative returns. Economic data leaned stronger, led by an employment report showing 162,000 jobs created, nearly three times consensus, even as inflation remained well above the Fed's 2 percent target.
- U.S. Treasury yields surged during the month
- A rotation back into large-cap growth made the Nasdaq the best-performing index
- The S&P 500 was basically flat and the Dow Jones had negative returns
- 162,000 jobs were created, almost three times the consensus, while inflation stayed well above the Fed's 2 percent target
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