Daily Brief: Blue Wave, Green Markets — S&P 500 Surges as Democrats Sweep Congress, ADP Beats at 86K
Democrats swept Congress in Tuesday's midterms, and markets rallied instead of selling off. ADP added 86K jobs, beating forecasts. ISM Services...
Daily Brief: Midterm Elections, JOLTS at 7.5M, Factory Orders Surge 1.8% — A Defining Day for Markets
Americans head to the polls as JOLTS shows 7.5M openings and factory orders surge 1.8%. Markets hold their breath — the AI trade hangs in the balance.
Daily Brief: ISM Manufacturing Hits 55.5 — Production Surges to 3-Year High, Construction Spending Tanks
ISM Manufacturing PMI jumped to 55.5 in October as production hit its fastest pace since 2021. But construction spending cratered 1.9% — the sharpest...
Daily Brief: Fed Decision, Q3 GDP, and PCE — The Week That Sets the Table for 2026
Fed decision, Q3 GDP, and PCE inflation all land this week. Markets expect a rate hold Wednesday — the real story is what Chair Warsh signals for December.
Daily Brief: Housing Starts Slide for Third Straight Month as Builder Confidence Hits 14-Year Low
Housing starts fell 5.2% to 1.221M in September — a third straight decline — while builder confidence crashed to a 14-year low of 29. The housing...
Daily Brief: Homebuilder Confidence Hits 29 as AI Rebound Lifts Futures
NAHB Housing Market Index misses badly at 29, while beaten-down AI chip stocks bounce premarket after the Nasdaq's worst week since June. A...
Daily Brief: FOMC Minutes to Reveal Debate Behind September’s Unanimous Rate Hike
Fed minutes from the September rate hike drop today at 2 PM ET, expected to show a broader internal debate than the unanimous vote suggested. Since...
Daily Brief: September Jobs Miss Badly — Only 29K Added as Hiring Cools
Employers added just 29K jobs in September, a massive miss against 90K expected. Unemployment rose to 4.2% as markets rallied on fading rate-hike odds.
Daily Brief: Nasdaq Hits a Record as Markets Shrug Off the Fed’s First Hike in Three Years
Six days after the Fed's first rate hike since 2023, the Nasdaq closed at a record high. AI stocks carry the load — but the rally's foundation is narrow.
Daily Brief: Markets Shake Off Fed Hike as Oil Retreats; Data-Heavy Week Awaits
Markets opened higher Monday as oil's four-day slide eased post-Fed inflation fears. Flash PMIs, jobless claims, durable goods, and consumer sentiment...