Weekly Market Recap: Friday, May 22, 2026 — Market Analysis

Key Themes This Week

• •Major U.S. stock indexes posted solid gains this week, with the S&P 500 and Nasdaq reaching new 2026 highs as softer-than-expected inflation data fueled optimism about potential Federal Reserve policy shifts.
• •Technology and consumer discretionary sectors led the advance, driven by strong earnings reports from several mega-cap companies that exceeded analyst expectations on both revenue and profit margins.
• •Treasury yields declined throughout the week as bond markets digested the latest inflation readings, while the dollar weakened against major currencies and oil prices remained relatively stable.