| HIGH | CPI m/m |
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USD | F:0.6% | P:0.4% |
Boston fed’s collins says she is very focused on inflation data, watching how broad price pressures are, economic uncertainty elevated
U.S. treasury's ofac announces settlement agreement with bank of america; bank of america to pay $11.66m settlement for 475 apparent sanctions violations involving russia, iran and other sanctioned parties
Federal reserve bank of boston president sUSAn collins said interest rates will likely need to rise more before the end of the year to help rein in inflation' - bloomberg news
Sheinbaum vows to buy more goods from the us to sign trade deal' - bloomberg
Israeli prime minister benjamin netanyahu and president trump last week discussed the possibility of launching a major new operation against iran before the israeli and U.S. elections, according to two U.S. officials' - axios
Bz analysis: the s&p 500 now has the highest number of stocks with a negative beta in history
U.S. treasury yields briefly move lower after comments from fed's williams; yield on 10-year treasury note last down 2.51 basis points at 5.219%; yield on 30-year U.S. treasury bonds down 3.42 basis points at 5.565%; 2-year U.S. treasury yields last flat at 4.795%
Fed's williams said there are still signs inflation will slow "quite a bit” and approach the fed’s 2% target next year' - bloomberg news
Fed’s williams currently sees no need for rate hike in 2027' - bloomberg news
Netanyahu discusses new military operation in iran with trump - even before the election
Paul tudor jones says oil can rally another $25, warns 2027 will be 'really challenging' for stocks
Ai is an inflation problem, fed’s goolsbee says; inflation tied to the ai boom is 'jumping out of its lane'' - semafor interview
Samsung, sk hynix fall in seoul on china memory threat—broadcom ceo compares ai investors to casino gamblers—jpm whipsaws
President trump says U.S. still sharing intel with ukraine; we are helping them and sharing intelligence; diesel is going to be released to the world, not for us, russians are releasing it to entire world
Cyclicals lead sectors in tuesday trading as health care trails
USA existing home sales (mom) for september 1.5% vs -3.2% prior
USA existing home sales for september 3.99m vs 3.95m est
Goldman’s stock traders made $6.4 billion in 3 months
Redbook retail sales index for october 2026 vs october 2025
Redbook retail sales index up 10.4% yoy for week ended 10/10/26
Live on fox business, national economic council's hassett says fed may see inflation slowdown as reason to hold
S&p 500 above 8,000? fidelity’s timmer sees q3 earnings and seasonal tailwinds powering bull market
Adp employment change weekly for 9/26/2026 24.8k vs 23.80k prior
Reported october 12, anthropic says ai models may be capable of self-replicating without access to a data center
Reported earlier, fed's waller says from what i'm hearing from hyperscalers, they're still planning on spending trillions of dollars over the next three years; ai buildout definitely having an impact on yields; if ai investment falls off, that will put a check on price gains; rise in yields is a factor of real growth; inflation expectations are well anchored; safety premium of U.S. treasuries is gone
Institutional confidence in banks has collapsed ahead of earnings
Stock market today: dow jones, s&p 500 futures gain while nasdaq 100 falls as scott bessent says iran's economy is 'collapsing' — sxtc, amat, cmg in focus
China’s cxmt on monday reported major progress on proprietary memory chip transistor structure also pursued by samsung, sk hynix, aiming to increase storage density and improve efficiency
Stock market: will s&p 500 open up or down today?
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