TSP Market Summary: 2026
13 weekly market commentaries from 2026.
March 2026
Week of March 03, 2026
U.S.-Iran conflict escalated with Strait of Hormuz closure, causing market volatility. TSP commentary recommends increasing cash holdings amid uncertainty.
- • U.S.-Iran war escalated with regional strikes and Strait of Hormuz closure affecting markets
February 2026
Week of February 28, 2026
S&P 500 fell for February despite weekly gains. AI concerns, hot inflation data, and NVIDIA earnings volatility dominated. TSP moved to full equity allocation.
- • S&P 500 posted negative returns for February, remaining range-bound for three straight months
Week of February 25, 2026
I fund hits new record highs while C and S funds show improvement. New TSP investment mix issued moving back to 100% equity allocation.
- • I fund reaches new record highs driven by strong Nvidia earnings and international momentum
Week of February 21, 2026
S&P 500 gained 1% in holiday week, breaking losing streak. GDP disappointed at 1.4%, inflation remains elevated, but Supreme Court tariff ruling boosted stocks.
- • S&P 500 broke two-week losing streak with 1% gain, closing above 6,900 despite mixed signals
Week of February 14, 2026
S&P 500 posts worst weekly loss of 2026 despite strong jobs data. AI disruption fears weigh on markets while I and F funds hit new highs.
- • S&P 500 had worst week of 2026, falling below 50-day average despite strong jobs report
Week of February 07, 2026
Volatile week saw S&P 500 drop 7 points amid tech selloff, but Dow hit record 50,000. I Fund leads TSP performance with perfect score.
- • Tech stocks crashed mid-week on AI disruption fears before Friday's strong recovery
January 2026
Week of January 31, 2026
S&P 500 gained 1.37% in January despite mixed earnings and Fed policy uncertainty. Silver crashed 28% Friday. I Fund leads TSP performance rankings.
- • January's 1.37% S&P gain historically suggests potential 16.2% annual market growth
Week of January 24, 2026
Markets recovered from Trump policy concerns as S&P 500 ended mixed week at 6,915. S and I funds hit records while big tech earnings loom.
- • Trump policy rhetoric caused Tuesday selloff but markets recovered on deal framework news
Week of January 17, 2026
S&P 500 ended slightly down despite hitting new highs early week. Strong GDP and Taiwan trade deal boosted markets. TSP equity funds performed well.
- • All three TSP equity funds (C/S/I) hit record highs with strong broadening market performance
Week of January 10, 2026
S&P 500 hit new record highs twice this week, reaching 6,966. TSP C, S, and I funds all achieved record highs with strong performance rankings.
- • S&P 500 reached new record high of 6,966, signaling continued market strength
Week of January 04, 2026
Weisert Investments launches Schwab TIPS 365 strategy with educational webinar on January 6, 2026 to help federal employees implement the new approach.
- • New Schwab TIPS 365 strategy launched to help TSP participants with inflation protection
Week of January 03, 2026
S&P 500 ended losing streak after year-end selloff, now range-bound near records. International funds (I Fund) outperforming with new highs.
- • S&P 500 broke 4-day losing streak but remains in 2-month trading range near record highs
Week of March 07, 2026
Middle East conflict drove major market volatility with S&P 500 posting worst week since November. Jobs data showed unexpected decline, prompting defensive TSP positioning.