Capital Markets Weekly — Week Ended October 30, 2026
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Capital Markets Weekly — Week Ended October 30, 2026
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The Capital Markets Weekly for the week ended Friday, October 30, 2026 — a two-host summary of the Saturday weekly capital markets commentary.
Bottom line: the S&P 500 fell 0.56% and the Nasdaq about 2.0%, yet the Russell 2000 rose 1.30% and equal weight gained 0.82% — a deconcentration trade, not a broad liquidation. The FOMC held at 3.75%–4.00% (10–2, with Governors Cook and Hammack preferring an increase) while the curve bull-steepened: the 2-year fell 13bp to 4.56% and the 10-year 6bp to 4.94%. Health Care led sectors at +3.12%; Communication Services fell 5.32%. Inside earnings, the hyperscaler split widened — Microsoft and Amazon showed accelerating demand while Alphabet's negative free cash flow and $195–$205B 2026 capex plan sharpened the returns-on-capital question. The Brands 300 revision monitor kept Technology in front (+1.84% for 2027) while Energy reversed sharply. Brent ended near $117.64 after the Hormuz tanker attack, and Binance's roughly $6.3B theft sent Bitcoin to a six-week low near $77,600.