Market Snapshot October 21st 2026
Pending Home Sales Hit a Record Low Since 2001 — Yields Fell, the Rotation Returned in Full, and GM Beat Both Lines With a $20 Billion Buyback and Fell 6.84% Data: Main Theme: “The Framework Held a Third Time” — Pending home sales fell 7.3% to a record low in data beginning in 2001, taking […]
Market Snapshot October 20th 2026
The Rotation Reversed Within One Session as Yields Rose — the Equal-Weighted S&P Fell While the Cap-Weighted Index Gained, and Oracle’s Bonds Sit “Dangerously Close to Junk” Data: Main Theme: “One Week, One Session” — The 10-year rose 6 basis points to 5.15% and every sector that rallied on last week’s yield decline reversed: utilities […]
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 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 […]