Weekly Market Recap – October 26, 2026

Fixed income investors have faced a challenging 2026. Resilient economic growth, elevated inflation and shifting expectations for Federal Reserve policy have pushed yields higher, weighing on bond prices. The Bloomberg U.S. Aggregate Bond Index declined 2.9% through September, even as its yield to worst rose from4.3% at the start of the year to 5.6%. However, the same rise in yields that has hurt short-term performance has created amore attractive opportunity for long-term investors.