The stock-bond correlation broke twice in four years for the same reason, and both times the cause was inflation from the supply side. When that kind of inflation fades, the hedge comes back, and last week was the first

Stock-Bond Correlation: Oil Broke The Hedge - Oil Will Fix It

Oct 25, 2026, 8:20 AM ETAFMC, AFSM, ARKK, AVUV, BAPR, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, QQQ, SPLV, SPMD, SPMO, SPSM, SPUS, SPUU, SPVM, QVMT, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQLV, SSO, SSPY, SVAL, SYLD, TMDV, TPHD, TPLC, TPSC, UAUG, UJAN, UMAR, UMAY, UOCT, UPRO, USMC, USMF, USVM, MAGS, VOO5 Comments

Lance Roberts

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Summary

The S&P 500 closed Friday at 7,623.68, down 0.4% for the week leaving it 2.4% below its October 6 record close near 7,815.

Only technology, industrials, and communications are lagging.…