Since the early-September all-time market high, a rotation from the prior leaders to more classically-cyclical sectors has been underway; but macro support is not fully evident.

Fed maintained rates at near-zero, while also updating its summary of economic projections; now expecting a shallower economic contraction, but a slower recovery thereafter.

The risk of a “no deal” Brexit and the potential economic harm that accompanies it increased last week.

Although certain high-frequency data haven’t improved markedly, the threat of the virus has started to recede.

The stock market rotation continues; while the latest data on the health of the labor market was mixed (brightened by strong productivity).

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

Major tech-focused shares fell after helping drive the fastest stock market recovery in history.

The recent imbalances in the stock market can lead to vulnerability; rebalancing portfolios may be valuable to help balance exposure to U.S. capitalization-weighted benchmarks relative to international stocks.

The move away from a precise 2% target likely means short-term rates will stay lower for longer.