12/08/2026
Three developments add context to last week’s market moves.
Technology continued to lead U.S. equities, with the Nasdaq gaining more than the broader S&P 500. The difference matters: much of the strength remained concentrated in technology and AI-linked companies rather than being evenly spread across the market.
Bitcoin entered the new week around $65,000, while U.S. spot Bitcoin and Ether ETFs attracted around $1.1 billion in net inflows over the past week. ETF flows are useful alongside price because they provide another view of how much money is entering or leaving these investment products.
Gold reached a seven-week high as weaker U.S. jobs data reduced expectations of another near-term rate increase.
Oil moved the other way, falling more than 7% over the week as expectations around the Strait of Hormuz shifted.
This week, U.S. inflation data adds the next piece of context, particularly for interest rates and markets sensitive to them.
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For informational purposes only. This is not financial advice.
