A sharp selloff in a handful of large technology stocks grabbed attention this week, while bonds rallied and most sectors gained ground.

Today, areas of the market including small-caps, value stocks, and international companies have outperformed over the past year, and their valuations have generally been more attractive.

Retail sales rose +0.8% month-over-month, exceeding expectations for a +0.3% gain, with August's increase also revised higher to +1.3%.

As the bull market enters its fifth year, the shift in investor sentiment over this period is an important reminder that market and economic conditions can turn around when they’re least expected.

The third quarter combined solid economic and corporate fundamentals with renewed pressure from oil and interest rates.

Business investment remained strong in Q2, with continued spending on computing equipment, software, and other intellectual property.