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

November 6, 20266 min

Weekly market recap 6th-Nov

US equities were lower this week in very volatile trading. A post-midterm Wednesday surge was unwound by a Thursday selloff.

November 5, 20266 min

Evening Market Recap - Thursday, 5-Nov

US equities were notably lower in Thursday trading, ending not far from worst levels. Major indices more than erased Wednesday's big post-election gain. The big drag today came from the AI trade with double-digit declines widespread across semis/semicaps, memory, and neoclouds.

November 4, 20265 min

Evening Market Recap - Wednesday, 4-Nov

US equities were notably higher in Wednesday trading, ending the day near best levels. However, the AI trade was largely weaker amid post-election fallout; semis, memory, neoclouds, and E&Cs were all lower. Big tech was very mixed with Tesla and Nvidia the notable Mag 7 decliners.

November 3, 20266 min

Evening Market Recap - Tuesday, 3-Nov

US equities were mostly higher in Tuesday trading, though stocks ended off best levels. Tuesday's upside was driven by an AI/momentum trade bounce, stabilizing after a recent selloff. September JOLTS job openings printed ahead of consensus and was the highest headline since May.

November 2, 20266 min

Evening Market Recap - Monday, 2-Nov

US equities were mixed in Monday trading as stocks ended near session lows. AI trade reversed early gains with the fade tabbed to cautious AI updates including multiple issuance announcements and headlines. October ISM manufacturing printed at 55.5, better than 54.6 consensus and September's 54.5.

October 30, 20265 min

Weekly Market Recap - Friday, 30-Oct

Major US equity indices were largely lower this week, dragged down by softness in the Mag 7 complex and a late-week paring of gains in the AI trade. The week's FOMC meeting was largely as forecast, with members voting to hold rates steady (with Hammack and Cook dissenting). The Iran war continued to bubble in the background, making its influence felt via this week's choppy oil trading.

October 29, 20266 min

Evening Market Recap - Thursday, 29-Oct

US equities were mostly lower in Thursday trading. However, breadth was very positive, with the equal-weight outperforming the cap-weighted index by ~140 bp. The AI trade was under pressure after a strong week despite what seemed to be positive earnings takeaways for the compute/capex theme.

October 28, 20266 min

Evening Market Recap - Wednesday, 28-Oct

US equities were higher in Wednesday trading, though index upside was limited. Breadth was negative with the equal-weight index again lagging the cap-weighted S&P. The AI trade fared well with semis/memory and largely higher, though there were a few pockets of softness.

October 27, 20265 min

Evening Market Recap - Tuesday, 27-Oct

US equities finished higher in Tuesday trading, ending not far from best levels. More positive recent sentiment has been attributed to removal of some high-profile funding overhangs and renewed focus on the strong compute/capex demand narrative

October 26, 20265 min

Evening Market Recap - Monday, 26-Oct

US equities closed higher in Monday trading, ending a bit off best levels. AI trade had a solid day backed by positive sentiment around multiple headlines, including Meta's $95B equity raise and SpaceX's $40B debt raise. October Dallas Fed manufacturing printed at 13.4, topping 7.0 consensus and September's 9.8.