{"schema":1,"weekMonday":"2026-09-28","weekFriday":"2026-10-02","status":"final","sessions":[{"date":"2026-09-28","weekday":"Monday","kind":"regular","holiday":null,"moves":{},"summary":"U.S. equities slipped on Monday, with the Dow, S&P 500 and Nasdaq 100 all closing lower as the 10-year Treasury yield rose past 5.2%. AMD’s $8.2 billion acquisition of World Labs and Nvidia’s $150 billion share-buyback plan kept AI dealmaking in the headlines, while SpaceX’s first orbital Starship launch added to the day’s news. Investors will watch Wednesday’s U.S. PCE inflation report for clues on the Fed’s next policy step."},{"date":"2026-09-29","weekday":"Tuesday","kind":"regular","holiday":null,"moves":{},"summary":"U.S. stocks ended lower, though away from intraday lows, after the Fed’s Williams said rate hikes can wait. Microsoft was on track for its biggest quarterly gain in 28 years, while Nvidia’s historic buyback highlighted a sharp split in Big‑Tech sentiment. Traders who had priced in back‑to‑back Fed hikes may have been ahead of the curve, as prediction‑market data suggested September job growth exceeded economists’ estimates. All eyes now turn to the Fed’s preferred PCE inflation report on Wednesday."},{"date":"2026-09-30","weekday":"Wednesday","kind":"regular","holiday":null,"moves":{},"summary":"Stocks closed with the Nasdaq booking a gain while the Dow and S&P 500 fell. The Fed's preferred inflation gauge, core PCE, came in at 3.0% for August, much lighter than expected, giving investors an encouraging read on prices. Micron's blowout earnings and strong guidance also drew attention, with quarterly revenue crossing $50 billion for the first time. Treasury yields posted their biggest quarterly jump in decades as the bond rout intensified. Investors now look to Friday's US jobs report."},{"date":"2026-10-01","weekday":"Thursday","kind":"regular","holiday":null,"moves":{},"summary":"U.S. equities closed higher, with the Dow, S&P 500 and Nasdaq all gaining as chip stocks rallied. Brent crude rose more than 4% after reports the United States sent a third aircraft carrier to the Middle East. Nike reported first‑quarter revenue of $11.2 billion, down 4%, and announced layoffs, while Accenture posted fourth‑quarter revenue of $18.68 billion, up 6%. Investors now look to Friday’s non‑farm payrolls."},{"date":"2026-10-02","weekday":"Friday","kind":"regular","holiday":null,"moves":{},"summary":"Nasdaq closed just below its all‑time high while the Dow and S&P 500 rallied after softer‑than‑expected September jobs data, according to MarketWatch. Rivian met Q3 delivery expectations and reaffirmed its 2026 guidance, Accenture’s shares rose after the firm beat earnings expectations, and Micron posted earnings beats with strong guidance as data‑center revenue surged. The session ended with the Fear & Greed Index at 28, indicating heightened fear."}],"weekMoves":{},"events":{"released":[{"label":"US PCE inflation report (Fed's preferred gauge) (Wednesday)","reading":null},{"label":"US jobs report (nonfarm payrolls) (Friday)","reading":"29K payrolls (September 2026)"}],"earnings":[]},"rates":{"first":{"date":"2026-09-28","yields":{"3m":4.28,"2y":4.92,"10y":5.24,"30y":5.56},"prev":{"date":"2026-09-25","yields":{"3m":4.24,"2y":4.81,"10y":5.17,"30y":5.49}},"curve2s10s":0.32,"source":"Federal Reserve H.15","sourceUrl":"https://www.federalreserve.gov/releases/h15/"},"last":{"date":"2026-10-01","yields":{"3m":4.17,"2y":4.78,"10y":5.24,"30y":5.61},"prev":{"date":"2026-09-30","yields":{"3m":4.2,"2y":4.88,"10y":5.29,"30y":5.64}},"curve2s10s":0.46,"source":"Federal Reserve H.15","sourceUrl":"https://www.federalreserve.gov/releases/h15/"}},"releaseNotes":[{"date":"2026-09-30","eventLabel":"US PCE inflation report (Fed's preferred gauge)","text":"The Fed’s preferred gauge was released at 8:30 AM ET and showed core inflation at 3.0 % in August, much lighter than expected. U.S. equities and Treasury yields are moving as traders assess the data during market hours.","sources":["cnn"]},{"date":"2026-10-02","eventLabel":"US jobs report (nonfarm payrolls)","text":"U.S. nonfarm payrolls rose by 29,000 in September, while the unemployment rate edged up to 4.2%. The softer job growth lifts the Dow and eases concerns about an October rate hike, while oil prices dip as Brent falls below $100.","sources":["cnn"]}],"headlines":[{"headline":"Micron beats on earnings and issues strong guidance as global memory shortage continues","source":"CNBC","url":"https://www.cnbc.com/2026/09/30/micron-mu-q4-earnings-report-2026.html","days":3},{"headline":"Boeing 737 Max 10 certification delayed by software issue, FAA says","source":"CNBC","url":"https://www.cnbc.com/2026/09/28/faa-boeing-737-max-10-certification-delay-software-issue.html","days":2},{"headline":"Dow, S&P 500 and Nasdaq close lower as Treasury yields keep climbing","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=3727e089-5b3d-46b3-935e-a06c61966a63&mod=mw_rss_bulletins","days":2},{"headline":"Treasury yields move lower as inflation concerns persist","source":"CNBC World","url":"https://www.cnbc.com/2026/09/29/treasury-yields-bonds.html","days":2},{"headline":"Nasdaq bounces into green in final hour of trading as stocks pare losses — live","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=d093d3fd-f0ee-438c-9fd5-62e27e868116&mod=mw_rss_bulletins","days":2},{"headline":"OpenAI launches rival to Meta’s Muse, as battle over AI agents kicks into gear","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=2d002963-b848-40c6-b9d8-697ddbcdda83&mod=mw_rss_bulletins","days":2},{"headline":"U.S. stocks end down, but off lows, as Fed's Williams says rate hikes can wait","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=983aee6b-f479-40f0-b0cd-0c768db3acf9&mod=mw_rss_bulletins","days":2},{"headline":"Nvidia’s historic buyback announcement underscores a sharp divide in Big Tech","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=01bf30e9-96a8-4345-a384-aea613d94bcb&mod=mw_rss_bulletins","days":2},{"headline":"Microsoft’s stock is on track to post its biggest quarterly gain in 28 years","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=e52964d7-5729-4ec4-b906-821c3fad9b59&mod=mw_rss_bulletins","days":2},{"headline":"Nasdaq and S&P 500 climbing in final hour as tech stocks jump; Dow lags — live","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=af5de414-3784-4921-87ee-e5bcc2696dfe&mod=mw_rss_bulletins","days":2},{"headline":"Stocks swoon into closing bell, as Nasdaq books gain but Dow and S&P 500 fall","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=21701cdf-05e9-4f91-8a21-aa7749d109e1&mod=mw_rss_bulletins","days":2},{"headline":"Accenture rallies more than 20% after earnings beat, heads for best day ever","source":"CNBC","url":"https://www.cnbc.com/2026/10/01/accenture-rallies-more-than-20percent-after-earnings-beat-heads-for-best-day-ever.html","days":2},{"headline":"Dow flat, S&P and Nasdaq up in final hour as Treasury yields pull back — live","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=6d21bc23-b161-48eb-926f-f434fddc206b&mod=mw_rss_bulletins","days":2},{"headline":"Nike stock drops as revenue falls short of estimates, China sales plunge again","source":"CNBC World","url":"https://www.cnbc.com/2026/10/01/nike-nke-q1-2027-earnings.html","days":2},{"headline":"Dow, S&P 500 and Nasdaq end higher to cap volatile session as chip stocks rally","source":"MarketWatch","url":"https://www.marketwatch.com/bulletins/redirect/go?g=17101d87-aef3-436b-b738-2b1bc37fa3b1&mod=mw_rss_bulletins","days":2}],"anchors":[{"bucket":"midweek","generatedAt":"2026-09-30T12:11:52.132Z","text":"On Monday, U.S. equities slipped as the Dow, S&P 500 and Nasdaq 100 closed lower while the 10‑year Treasury yield rose past 5.2%. The move was framed by AMD’s $8.2 billion acquisition of World Labs, Nvidia’s $150 billion share‑buyback plan and SpaceX’s first orbital Starship launch, and investors eyed Wednesday’s PCE inflation report for Fed guidance. Tuesday saw U.S. stocks finish lower, though above intraday lows, after the Fed’s Williams said rate hikes can wait. Microsoft’s potential biggest quarterly gain in 28 years and Nvidia’s historic buyback highlighted a split in big‑tech sentiment, while traders reassessed earlier expectations of back‑to‑back Fed hikes. The U.S. PCE inflation report, the Fed’s preferred gauge, is due later today. The week concludes with the U.S. jobs report on Friday, October 2.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-09-30T13:46:55.827Z","text":"U.S. equities slipped on Monday, with the Dow, S&P 500 and Nasdaq 100 all closing lower as the 10-year Treasury yield rose past 5.2%, while AI-related headlines featured AMD's acquisition, Nvidia's share-buyback and SpaceX's first orbital Starship launch. Stocks ended lower on Tuesday, though away from intraday lows, after the Fed's Williams said rate hikes can wait, as Microsoft neared its biggest quarterly gain in decades and Nvidia's buyback underscored a split in Big-Tech sentiment. Today the S&P 500, Nasdaq 100 and Dow Jones are in focus as traders digest a cooler-than-expected core PCE inflation reading of 3.0% for August and a stronger-than-forecast ADP report showing private-sector payrolls up 90,000 in September. The week will close with the U.S. non-farm payrolls report on Friday, October 2.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-09-30T22:11:59.880Z","text":"Monday saw the Dow, S&P 500 and Nasdaq 100 all close lower as the 10-year Treasury yield rose above 5.2%. Tuesday ended with U.S. stocks down after the Fed's Williams said rate hikes could wait, while Microsoft logged its biggest quarterly gain in 28 years and Nvidia's buyback highlighted a split in big-tech sentiment. Wednesday, the Nasdaq closed higher while the Dow and S&P 500 fell; the Fed's preferred inflation gauge, core PCE, came in lighter than expected at 3.0% for August, Micron's earnings drew attention, and Treasury yields posted their biggest quarterly jump in decades as the bond rout intensified. Thursday has no major scheduled event; Friday brings the US jobs report.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-01T12:13:38.317Z","text":"US stocks slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 closing lower, as the 10-year Treasury yield rose past 5.2%. On Tuesday, US stocks ended lower, though away from intraday lows, after the Fed's Williams said rate hikes can wait. The Nasdaq 100 booked a gain on Wednesday, while the Dow and S&P 500 fell, as the Fed's preferred inflation gauge, core PCE, came in at 3.0% for August. Today, the US stock market has not opened yet. The US jobs report lands Friday, October 2.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-01T13:44:11.761Z","text":"US stocks slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 closing lower, as the 10-year Treasury yield rose past 5.2%. On Tuesday, US stocks ended lower, though away from intraday lows, after the Fed's Williams said rate hikes can wait. The Nasdaq 100 booked a gain on Wednesday, while the Dow and S&P 500 fell, as the Fed's preferred inflation gauge, core PCE, came in at 3.0% for August. So far on Thursday, US stocks are open in a regular session. The US jobs report lands on Friday.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-01T17:46:43.393Z","text":"US stocks slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 all closing lower, as the 10-year Treasury yield rose past 5.2%. On Tuesday, US stocks ended lower, though away from intraday lows, after the Fed's Williams said rate hikes can wait. On Wednesday, the Nasdaq booked a gain while the Dow and S&P 500 fell, as the Fed's preferred inflation gauge, core PCE, came in at 3.0% for August. So far on Thursday, US stocks are open in a regular session, with Treasury yields climbing to a 24-year high. The US jobs report lands on Friday.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-01T22:11:10.032Z","text":"U.S. equities slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 all closing lower. On Tuesday, U.S. stocks ended lower. The Nasdaq 100 booked a gain on Wednesday, while the Dow and S&P 500 fell. On Thursday, the Dow, S&P 500, and Nasdaq 100 closed higher. The US PCE inflation report was released on Wednesday, showing core PCE at 3.0% for August. The US jobs report lands on Friday.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-01T23:46:35.695Z","text":"U.S. equities slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 all closing lower, as the 10-year Treasury yield rose past 5.2%. On Tuesday, U.S. stocks ended lower, though away from intraday lows, after the Fed's Williams said rate hikes can wait. Stocks closed with the Nasdaq booking a gain while the Dow and S&P 500 fell on Wednesday, as the Fed's preferred inflation gauge, core PCE, came in at 3.0% for August. On Thursday, U.S. equities closed higher, with the Dow, S&P 500, and Nasdaq all gaining as chip stocks rallied. The US jobs report lands Friday.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-02T12:11:06.510Z","text":"U.S. equities slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 closing lower, as the 10-year Treasury yield rose past 5.2%. On Tuesday, U.S. stocks ended lower. The Nasdaq 100 booked a gain on Wednesday, while the Dow and S&P 500 fell. U.S. equities closed higher on Thursday, with the Dow, S&P 500, and Nasdaq all gaining. Today, the US jobs report is ahead. The US PCE inflation report was released on Wednesday, showing core PCE at 3.0% for August. The 10-year Treasury yield was at 5.29% on Wednesday, September 30, according to the Federal Reserve.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-02T13:43:13.980Z","text":"U.S. equities slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 closing lower, as the 10-year Treasury yield rose past 5.2%. On Tuesday, U.S. stocks ended lower, though away from intraday lows. The Nasdaq 100 booked a gain on Wednesday, while the Dow and S&P 500 fell. On Thursday, the Dow, S&P 500, and Nasdaq 100 all gained as chip stocks rallied. So far on Friday, the market trades as investors digest the September jobs report, which added 29,000 jobs. The US PCE inflation report was released on Wednesday, showing core PCE at 3.0% for August. The US jobs report was released on Friday.","sources":["cnn","fed"]},{"bucket":"midweek","generatedAt":"2026-10-02T17:43:47.120Z","text":"US stocks slipped on Monday, with the Dow, S&P 500, and Nasdaq 100 all closing lower, as the 10-year Treasury yield rose past 5.2%. On Tuesday, US stocks ended lower, though away from intraday lows, after the Fed's Williams said rate hikes can wait, with Microsoft on track for its biggest quarterly gain in 28 years. The Nasdaq 100 booked a gain on Wednesday, while the Dow and S&P 500 fell, as the Fed's preferred inflation gauge, core PCE, came in at 3.0% for August. On Thursday, US equities closed higher, with the Dow, S&P 500, and Nasdaq all gaining as chip stocks rallied. So far on Friday, US stocks trade as G7 nations agree to release diesel stocks amid constrained fuel supplies. The US jobs report was released on Friday, with payrolls at 29K for September 2026. The US PCE inflation report was released on Wednesday, September 30.","sources":["cnn","fed"]},{"bucket":"recap","generatedAt":"2026-10-02T22:12:52.711Z","text":"By Friday, the Dow and S&P 500 rallied after earlier declines, while the Nasdaq finished just below its all‑time high, with the softer‑than‑expected September jobs report acting as the primary catalyst. Core PCE inflation for August was reported at 3.0%, lighter than expected, and September non‑farm payrolls rose by 29,000, both released on Wednesday and Friday respectively. Accenture posted an earnings beat and revenue growth, Micron beat earnings expectations with strong guidance, and Nike reported first‑quarter revenue down 4% while announcing layoffs. Rivian met Q3 delivery expectations and reaffirmed its 2026 guidance, and AI‑related headlines such as AMD’s acquisition of World Labs and Nvidia’s sizable share‑buyback kept AI dealmaking in the headlines. The next trading session is Monday, October 5.","sources":["cnn","fed"]}],"days":["2026-09-28","2026-09-29","2026-09-30","2026-10-01","2026-10-02"],"narrative":{"text":"The trading week of Monday, September 28 to Friday, October 2, is now complete. The week included regular sessions on Monday, September 28, Tuesday, September 29, Wednesday, September 30, Thursday, October 1, and Friday, October 2. \n\nThe US PCE inflation report, the Fed's preferred gauge, was released on Wednesday, September 30, showing core inflation at 3.0% in August. The US jobs report was released on Friday, October 2, with nonfarm payrolls rising by 29,000 in September. According to the Federal Reserve's H.15 report, Treasury yields moved as follows: the 3-month yield ended the week at 4.17%, down 11 basis points; the 2-year yield ended at 4.78%, down 14 basis points; the 10-year yield ended at 5.24%, unchanged; and the 30-year yield ended at 5.61%, up 5 basis points.\n\nNotable earnings releases included Micron, which beat expectations and issued strong guidance, and Accenture, which posted revenue growth and an earnings beat. Nike reported first-quarter revenue down 4%, while Rivian met Q3 delivery expectations and reaffirmed its 2026 guidance. \n\nThe week saw significant developments, including the release of the US PCE inflation report and the US jobs report. The softer-than-expected September jobs report lifted the Dow and S&P 500 on Friday. \n\nThe next trading session is scheduled for Monday, October 5.","generatedAt":"2026-10-03T06:01:05.220Z","model":"@cf/meta/llama-3.3-70b-instruct-fp8-fast","promptVersion":"2026-09-20-archive-v5-week-two-developments","gateStatus":"ok/ok/ok/ok/ok/ok/ok","sources":["fed"]},"notes":[],"problems":[],"provenance":{"finalizedAt":"2026-10-03T06:01:05.220Z","sources":["bls","curated-rail","fed-h15","sec-edgar","summary-log"],"backfilled":false,"narrativeFailedAt":null,"narrativeFailedWhy":null,"narrativeFailedPrompt":null},"revisions":[]}