TOPLEY’S TOP 10 October 01, 2026

Author

Matt Topley
October 01, 2026

1. History of 4 Year Presidential Cycle

Dan Stratemeier Jefferies

2. Equal Weight S&P 7th Straight Week Down

RSP streak. The equal-weight S&P 500 is on track for its 7th consecutive weekly decline. The only other time that’s happened was in the middle of the 2022 bear market.

DAILY CHARTBOOK

3. Forward Returns S&P Better After New Highs

@Charlie Bilello

4. 10 Drivers of Higher Interest Rates-Barry Ritholtz

10 Drivers of Higher Interest Rates

  1. Covid Fiscal Stimulus

  2. AI-Accelerated GDP Growth

  3. Inflation: Oil and the Iran war premium

  4. Inflation: Tariff Trade policy

  5. Rest of the world sours on US Treasuries

  6. Duration: Weak Demand for long-dated paper

  7. Deficits

  8. Corporate Supply (competing with Treasury)

  9. Japan leads Global rise in yield

  10. Rate Normalization, Post QE/ZIRP

5. Bond Bear-Muni Bonds Largest Decline Since 1987

Barchart

6. Inflation-Manufacturing Still Expanding

7. Inflation-No Slowdown in Consumer Spending

Wolf Street

8. Comcast Stock -60% in 5 Years

Google

9. Asian Countries Youth Unemployment Crisis

Semafor

10. 20 Best Small Cities in America-Wallethub

Google