FactSet Evening Market Recap

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Oct 2026

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About the show

StreetAccount U.S. Evening Market Recap is FactSet's daily podcast aiming to capture the most material market moving news. With a target time of ~5 minutes, this is an ideal listen for those looking to stay connected to the most important themes driving the U.S. economy & corporations.

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20 recent

October 16, 20266 min

Weekly Market Recap - Friday, 16-Oct

US equities were mostly lower this week. The AI selloff was the big story of the week. Data this week continued to show hotter than expected inflation.

October 15, 20265 min

Evening Market Recap - Thursday, 15-Oct

US equities closed higher in Thursday trading, ending near best levels. Rotation was again the major theme today, with a big Treasury rally today in a safe-haven trade. In macro news, September headline retail sales came in at 0.8%, above consensus, with control group sales of 0.15%.

October 14, 20266 min

Evening Market Recap - Wednesday, 14-Oct

US equities were lower in Wednesday trading, ending just a bit off worst levels. September core CPI was hotter than expected on both a m/m and a y/y basis. Core services, supercore (ex- energy and housing) were both higher, with supercore at its hottest since January.

October 13, 20265 min

Evening Market Recap - Tuesday, 13-Oct

US equities finished mostly lower in Tuesday trading, though downside was very limited and S&P gainers outnumbered decliners. More broad pressure across the AI complex, particularly on semicaps and memory.

October 12, 20265 min

Evening Market Recap - Monday, 12-Oct

US equities were mostly lower in Monday trading, though S&P gainers handily outnumbered decliners. The AI trade was under pressure with memory an outsized laggard on density progress highlighted by China's CXMT. Oil was higher following ramp in Middle East hostilities over the weekend along with skepticism surrounding Trump's diesel deal with Russia.

October 9, 20265 min

Weekly Market Recap - Friday, 9-Oct

US equities were mostly higher this week following last week's mostly lower performance. AI sentiment turned more volatile, though the underlying compute-demand narrative is still intact. Middle East escalation again challenged the improving energy-flow backdrop, keeping oil volatile.

October 8, 20265 min

Evening Market Recap - Thursday, 8-Oct

US equities were lower in Thursday trading in a somewhat choppy session. However, breadth was positive, and the equal-weight S&P outperformed official index by over 100 bp. The AI trade led to the downside as semi and memory sold off sharply lower.

October 7, 20265 min

Evening Market Recap - Wednesday, 7-Oct

US equities were lower in Wednesday trading, though ended just off best levels. The session found late support as the rate backdrop stabilized, aided by factors including lower crude and a well-received 10Y auction. However, broader overhangs persist, including French bonds, foreign Treasury demand retrenchment, refinancing walls, and growing AI external funding needs.

October 6, 20264 min

Evening Market Recap - Tuesday, 06-Oct

US equities were higher in Tuesday trading as stocks extended Monday's gains. A very quiet session though better breadth a big theme again today following all the recent scrutiny surrounding market internals.

October 5, 20265 min

Evening Market Recap - Monday, 05-Oct

US equities were higher in Monday trading as stocks finished not far off best levels. Oil was on the defensive with more push and pull between better flows and lack of diplomatic traction. September ISM services were slightly below consensus.