Russell 2000

AI take

The Russell 2000 is the rate-and-housing sleeve after pending home sales tumbled to a record low as mortgage rates suppressed demand, with all four regions declining. Small caps stay more sensitive to higher long-term yields than the megacap AI complex, so last week's yield pullback had been the breadth story and today's housing miss is the next test of that bid. Watch remaining regional-bank comments and how that yield-and-breadth bid holds into the FOMC.

Scheduled take · 2026-10-21T03:10:04Z

• Reuters -- US pending home sales tumble to record low in September