Inflation hit 3.7% last week, yet long-term Treasuries rallied as tech stocks fell. Why your retirement income shouldn't rely on bonds doing that again.

The S&P 500 gained 1.17% and the VIX closed at 14.84, but single stocks moved as much as 35%. For anyone holding one large position, that spread is the week that counted.

The Fed got room to wait after a soft September jobs report. Long-term bonds did not get the relief that usually comes with it, and that matters for how retirement income is structured.

The 10-year yield climbed to 5.16% and technology led anyway. The holdings people own for income took the hit, for the second week in a row.

The 30-year Treasury yield fell last week. The sectors usually priced against it had their roughest week anyway — because the rate that moved was the short one.

The bond side of the portfolio is supposed to be the boring one. This week it wasn't — and the reason has nothing to do with luck.

Last week we said Wednesday's PCE report would settle whether the gold and crude move was a signal. It came in hot. Gold gave back $147.96 and Energy finished last. Here's why.

The 30-year Treasury yield moved one basis point last week. Gold rose $227 an ounce. That pairing rules out the explanation most people will reach for.

Rates up, income sectors down. Rates down, income sectors down. Rates up, income sectors up. Three weeks, one explanation, and it only worked once.

The S&P 500 gained 3.59% on a jobs report the market read as good news. Underneath it, the sectors retirees hold for income sat out a second straight week.

The index closed higher, but utilities and real estate led the market lower. The Treasury market explains why, and it matters more to retirement income than the headline does.

Stocks slipped, but the real move was in the bond market: yields jumped and oil hit $89 as the market repriced inflation — two days before the Fed. What it means for a retirement portfolio.