Analysis across equities, crypto, forex, options and macro, written to complement the live data in the terminal.
Fed Chair Warsh gave no October signal and hike odds fell from ~27% to ~16%, yet the 10Y sits near 5.06% and Brent near $108.
Read article →Nasdaq fell 4.5% last week. Now TXN, LRCX, INTC report inside three days with the Fed in blackout. The dated week-ahead calendar, in ET.
Read article →What a Form 4 insider filing shows, why open-market purchases carry more signal than sales, and how to read the headline dollar figure correctly.
Read article →Nasdaq -4.5%, S&P 500 -1.9% to 7,659.44, Dow +0.7%: the week of Oct 12-16, 2026 in numbers, plus the earnings calendar that tests the selloff.
Read article →Final-demand PPI rose 1.3% in September and 6.3% y/y, driven by a 10.8% energy jump. The Dow added 556 points as money left chips for healthcare.
Read article →September payrolls rose 29K while CPI hit 3.7%. Hike odds for Oct 28 sit near 44-50%. Here is how the two prints collide, with PPI and claims at 8:30 AM ET.
Read article →The 10Y breakeven is 2.33% while the 10Y yield is near 5.22%. The rise is real yield, not inflation fear. What September CPI can and cannot change.
Read article →JPMorgan's adjusted EPS missed Wall Street Oct 13 as a $658M securities loss masked the headline number; Goldman Sachs beat by $1.62 a share.
Read article →Nvidia-backed Firmus withdrew its ASX IPO Oct 9 after a 25% price cut failed. Only 5% of sold capacity is built. What it means for AI stocks.
Read article →Bank earnings from JPMorgan, Citigroup, Wells Fargo, BofA, BlackRock and Morgan Stanley land Oct 13-14, alongside September CPI, PPI and retail sales.
Read article →S&P 500 hit a record 7,818.93 Tuesday, then fell on a yield and oil spike. Week-in-review ahead of CPI and bank earnings.
Read article →S&P 500 closed down 0.47% to 7,765.36 on Oct 8 as Treasury yields hit 5.28% and Brent crude jumped 4% to $104 on Hormuz tensions.
Read article →SPY rose 1.73% to $777.30 and QQQ gained 1.61% on October 8, 2026, while the Dow fell 0.62%. What the breadth gap means for traders.
Read article →Fed funds futures price 22% hike odds for Oct 28, not cuts. Treasury curve bear-steepens, HY spreads widen into today's FOMC minutes at 2pm ET.
Read article →Petrobras closed at $24.14 Oct 5, above UBS's $23 and JPMorgan's $24 targets, after Bolsonaro's shock 47% first-round Brazil election lead.
Read article →onsemi switched its Synaptics buyout to an all-cash $123/share deal after a rival bid. Here's what the 1.6% arb spread signals.
Read article →ISM services PMI Monday and FOMC minutes Wednesday test the Fed's Sept 12-0 hike after a 29K jobs miss. 83% odds of an Oct 28 hold.
Read article →Fed hiked to 3.75-4% on Sept 16. Sept payrolls then missed by 55K and unemployment hit 4.2%. How stocks, yields and Fed odds moved the week of Sept 28-Oct 2.
Read article →QQQ sits almost exactly on its $742 options max pain level ahead of the September jobs report, with dealer gamma flipping at the same strike.
Read article →Accenture jumped 19% premarket after a Q4 earnings beat, record $84.5B in bookings, and a $1B Anthropic AI safety partnership.
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