| HIGH | CPI m/m |
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USD | F:0.6% | P:0.4% |
S&p 500 dominated by ai stocks, adding spacex would create history last seen in 1880s
Trump administration plans to move ai testing agency officials to white house; the white house seeks to integrate caissi into ai decision-making process' - the information
Russia’s novak on diesel supply deal with trump, says there are talks between governments of russia and U.S. on supply; we have possibility to make additional supplies of diesel on global markets; additional supplies from russia will partially balance supply and demand; by year-end russia may reach 3-3.5m tons of diesel exports; russia has supplied energy worth $21.3b to eu this year; opec+ has discussed transportation costs, which have significantly increased
The pentagon and the small business administration signed a new agreement on monday that will expand access to strategic capital for small businesses in the U.S. defense industrial base' - the hill
Fed's hammack says there is more restraint that is needed; if monetary policy does nothing market conditions would change; comments from low income workers was first about trading down, now they are beginning to juggle what bills to pay
Fed's hammack says higher interest rates won't dissuade hyperscalers, but might influence firms in other industries; the question for the fed now is how fast to make policy more restrictive; don't want to threaten the jobs side of the fed's mandate
Fed's hammack says treasury rates right now are "modest" by historic standards; if the economy were to return to a 3% home mortgage it would likely mean something had gone wrong in the economy; the neutral rate is likely higher but it is hard to pin down; hearing "early warning signs" of a possible problem with inflation expectations; need to "cool the economy at the margins"
Supertankers turn from gulf oil transfer hub amid iran’s attacks' - bloomberg
Fed's hammack says do not take anchored inflation expectations for granted, with businesses planning price increases beyond any rise in input costs a sign of inflationary mindset taking hold; fed officials have a responsibility to explain their decisions; it is important to spell out reaction function so businesses and households can plan effectively; if the public understands where the fed is heading, it can limit market volatility, avoid mistakes; a reaction function is not the same as committed forward
Fed's hammack says broad-based inflation, ongoing growth need restrictive monetary policy; trend inflation currently in the mid-to-high 2% range, expect it will take some time to return to 2% target even with appropriate monetary policy; would prefer fed make smaller adjustments to policy rate but do so 'relatively quickly'; energy is not only factor, with strong demand also contributing to price pressures; stable labor market leaves room to address inflation
Dow jones industrial average gets spotlight: 5 earnings reports representing 25% of etf’s assets on deck
Fitch non-rating action commentary says mena sovereign ratings have been resilient to us-iran war, says fitch's base case is that some form of durable deal to reopen strait of hormuz will be achieved in q1 27
9 of 11 sectors rise monday as cyclicals lead
S&p 500—what happens in q4 after a negative september?
Quick spark: s&p 500 bull market turns 4, more than doubling from its 2022 low
Bitmine buys 12,532 more eth as tom lee’s buying ‘stop’ draws closer
Steve eisman warns s&p 500 is one giant ai bet
Spacex shares up 22% in 2 months, crushing s&p 500’s 1% gain
President trump posts on truth social "the european union paid russia 250 billion dollars for energy, and the fake news media doesn’t want to get near that story. i made the right choice for the american people — always, america first!.."
Stock market today: s&p 500, dow jones futures gain even as iran flags 'inadequate' us response to peace terms — smp, qmco, svrn in focus
Scott bessent fires back at elizabeth warren’s ‘trumpflation’ tracker — treasury’s counterattack makes a very different case about trump’s economy
Stock market: will s&p 500 open up or down today?
Dow jones, s&p 500, nasdaq 100 outlook
S&p 500 earnings preview: will strong profits fuel the next rally?
Special envoy steve witkoff on ukraine talks says the exchange was productive and helped identify areas for further exploration
President trump posts on truth social "it is my great honor to have just appointed, as press secretary, katie zacharia. katie currently serves as senior communications advisor to truth social (trump media & technology group), where she has been outstanding! a native of california, katie previously served as spokesperson and deputy assistant secretary for public affairs at the department of homeland security"
Russia's putin says russia confirms readiness to supply oil and petroleum products to the us and global markets; the entry of russian oil into the U.S. market will have a positive impact on the global economy as a whole; putin-trump phone call focused on prospects for resolving ukraine crisis, also touched on iran
U.S. issues general license authorizing transactions related to sale, delivery, offloading, and importation of diesel fuel of russian origin through april 7, 2027
President trump posts on truth social "i have just concluded a highly successful discussion with president vladimir putin, of russia, wherein it was agreed that russia will immediately supply over 300,000 tons of diesel fuel to the american and global marketplace, another 500,000 tons during the month of november, and 1,000,000 tons immediately thereafter. additionally, based on the condition of their diesel refineries, russia will then deliver, within a short period of time, 3,000,000 tons of diesel fuel."
Usgs reports magnitude 7.6 earthquake strikes off panama's pacific coast
President trump to issue directive to U.S. officials that seeks to control cost of diesel; directive on diesel will push U.S. department heads to find ways to bypass local, state regulations blocking energy production; directive will push U.S. officials to use defense production act to find ways to increase production of oil and fuel
Donald trump pressures mexico for energy deals in crunch trade talks' - financial times
U.S. baker hughes oil rig count +6 to 462; U.S. baker hughes natgas rig count -1 to 132; U.S. baker hughes total rig count 603 vs 598 prior
U.S. gulf shuts down 72% of oil production, ~1.5m barrels/day; the U.S. gulf of mexico has shut in 71.5% of daily oil production and 58.8% of natural gas output, according to the marine minerals administration;
Nvidia-backed data center ipo collapses—openai revenue questions—apple customers are not price insensitive
Usda estimates U.S. 2026/27 wheat end stocks 0.74b bu; estimates 2026/27 U.S. wheat crop 1.534b bu; estimates U.S. 2026/27 soybean end stocks 315m bu
President trump says we have important news regarding the diesel crisis and we will work to address it forcefully
Live on cnbc, federal communications commission chair carr says agency would defer to pentagon on whether military execution could be aired on broadcast networks
9 of 11 sectors rise friday as real estate leads
U.S. treasury's bessent to skip imf-world bank and g20 meetings in bangkok due to domestic engagements
Reported earlier: 'cancer vaccines are the n.i.h's next big bet' - the new york times
Us consumers expect inflation at 4.7%: umich survey shows second-worst print ever
Tanker rates hit $1.3m a day as 9 shipping stocks double in 2026
Trump launches committee to probe fed's lisa cook, white house statement'- reuters
Michigan consumer sentiment for october 46.3 vs 47.5 est.
Michigan consumer expectations for october 47.3 vs 45.9 est.
Germany's economy minister reiche says government will release up to 15m barrels of oil and petroleum products; diesel, heating oil to be released first, followed by crude oil; germany will fully implement g7 agreement on energy stock release; we must always keep entire supply chain in mind, crude alone is not enough
Blockchain.com seeks U.S. approval for prediction markets, crypto derivatives trading' - cnbc
Treasury’s bessent hires trump’s controversial former fed board pick, judy shelton, as adviser' - cnbc
Dean of valuation’ warns of ai cash drain