Market Snapshot October 6th 2026
The Nasdaq Closes at a Record While the 10-Year Hits a 24-Year High of 5.31% — ISM Services Prices Rise to 74 and Nvidia Approaches $6 Trillion Data: Main Theme: “Equities Finally Decoupled From the Long End” — The Nasdaq Composite closed at a record 27,477.31 on the same day the 10-year Treasury yield reached […]
Market Snapshot October 5th 2026
Payrolls Come in at 29,000 With July and August Revised Down 60,000 — the Fed Goes “Definitely on Hold for October” and the Nasdaq Rallies 1.19% Data: Main Theme: “The Summer Contraction Is Back” — September payrolls rose just 29,000 against a consensus near 84,000–90,000, unemployment ticked up to 4.2%, and July and August were […]
Market Snapshot October 2nd 2026
ISM Prices Paid Jumps to 77.9 From 71.1 and the 10-Year Hits 5.33% — a Violent Afternoon Reversal Rescues a Flat Close, and Nike Beats on Falling Revenue Data: Main Theme: “The September Data Undid the August Relief in One Line” — ISM manufacturing prices paid surged to 77.9 from 71.1, the first survey to […]
Market Snapshot October 1st 2026
Micron’s Revenue Quadruples and Data Centre Sales Rise Eleven-Fold at 6.8x Forward Earnings — Core PCE Comes in at 3.0%, and Technology Was September’s Only Positive Sectorshot 30.9.2026: Data: Main Theme: “The Constraint Thesis, Confirmed” — Micron reported revenue almost quadrupling to $54.23 billion with data centre sales up eleven-fold, then guided first-quarter revenue to […]
Market Snapshot September 30th 2026
The 30-Year Hits a 24-Year High and a Leaked Anthropic Prospectus Unsettles the AI Trade — Nvidia’s Forward Multiple Falls Below the S&P 500’s Data: Main Theme: “The Most Expensive Story in the Market Is Now Cheaper Than the Index” — The 30-year Treasury yield reached a 24-year high and the 10-year topped 5.29% intraday. […]
Market Snapshot September 29th 2026
Trump Says Iran “Overplayed Its Hand” and Brent Pops 3% — the Two Sides Are Not Negotiating the Same Thing, and Nvidia Authorises a $150 Billion Buyback Data: Main Theme: “They Are Not Negotiating the Same Thing” — Trump rejected Iran’s seven-day Hormuz proposal, saying Tehran had overplayed its hand, and Brent popped nearly 3%. […]
Market Snapshot September 28th 2026
Iran Offers to Reopen Hormuz Within Seven Days and Trump Rejects It Over the Weekend — the Dow Snaps a Three-Week Losing Streak on a 478-Point Rally Data: Main Theme: “The Most Concrete Offer Yet, and a Rejection” — Iran offered to reopen the Strait of Hormuz within seven days and resume talks, sending Brent […]
Market Snapshot September 25th 2026
The Trade Truce Is Extended to 10 January — but Weak Auction Demand and Williams Saying the Fed Must Hike Again Take the 30-Year to Its Highest Since June 2004 Data: Main Theme: “A Summit Overshadowed by an Auction” — The US and China agreed to extend their trade truce by two months to 10 […]
Market Snapshot September 24th 2026
The 10-Year Hits 5.135%, Its Highest Since July 2007, on the Strongest Business Activity in Five Years — and Trump Backs a Diesel Export Ban Data: Main Theme: “Good News Became Bad News Again” — Flash PMIs showed US business activity expanding at its fastest pace since 2021, Governor Barr said further tightening is likely […]
Market Snapshot September 23rd 2026
Trump Calls US–Iran Talks in New York “Very Good” and Brent Settles Near $99 — the Nasdaq Posts Back-to-Back Records While Bank Shares Sell Off Data: Main Theme: “Direct Talks, and a Sixth Straight Day for Chips” — President Trump said US officials had a “very good” meeting with Iranian envoys in New York, sending […]