FactSet U.S. Daily Market Preview

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Oct 2026

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About the show

StreetAccount U.S. Daily Market Preview is FactSet's daily podcast aiming to bring listeners up to speed with financial markets information on the day to come as quickly as possible. With a target time of ~5 minutes and a publish time of ~5:00 ET, this is an ideal listen prior to market open.

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20 recent

November 6, 20264 min

Financial Market Preview - Friday 6-Nov

US equity futures are mixed, while Asian and European equity markets are sharply lower. Risk-off sentiment continues to dominate following Thursday’s deep US equity selloff, with the AI and momentum trades under heavy pressure amid concerns that the US midterm election outcome could create a tougher environment for cloud operators and slow data-center investment. Investors are also reassessing US-Iran developments as optimism over diplomatic progress cools. Meanwhile, softer AI investment expectations have supported bonds but raised concerns over the growth outlook. Companies mentioned: Unity Software, Anthropic, SoftBank Group

November 5, 20265 min

Financial Market Preview - Thursday 5-Nov

US equity futures are modestly lower, while Asian equity markets are mixed and European equities are higher. Risk sentiment remains supported by the post-election rally and growing expectations of progress toward a US-Iran agreement, with oil falling to its lowest level since late August and bond yields moving lower. However, the AI trade remains volatile amid concerns that greater scrutiny of data-center development could constrain investment. Central bank policy is also in focus, with the Bank of England expected to raise rates by 25 basis points and Norges Bank expected to remain on hold, while markets continue to assess the potential for further tightening from the ECB. Companies mentioned: SpaceX, Microsoft, SoftBank, ABB Limited

November 4, 20266 min

Financial Market Preview - Wednesday 4-Nov

S&P futures are slightly higher following midterm election results. Democrat victories in key Senate and House races shaped market moves. Japan and South Korea opened sharply lower but both bounced back in the afternoon sessions, closing at levels far above the day's lows. Greater China outperformed, with Shanghai and Hong Kong gaining on macro optimism. Southeast Asia also saw strength. European equities are moderately higher in early trading. Companies Mentioned: Embraer, Oracle, CVS Health

November 3, 20265 min

Financial Market Preview - Tuesday 3-Nov

S&P futures are slightly lower following a weak Asia session. South Korea’s Kospi and Taiwan’s tech-heavy Taiex led the day’s losses. Mainland China struggled despite fresh PBOC measures, while Hong Kong’s Hang Seng rose modestly. Japan was closed for a holiday. European equities are also lower in early trading. Companies Mentioned: Salesforce, Marathon Petroleum, NVIDIA, Walt Disney

November 2, 20265 min

Financial Market Preview - Monday 2-Nov

US futures point to a higher open, while European markets opened modestly higher. The US dollar is edging lower, with Asian currency pairs largely quiet. Treasuries and JGBs are mixed. Crude prices are sharply lower, with Brent back at $110/bbl. Precious metals are rising, while base metals are falling. Cryptocurrencies are under renewed pressure. Europe is getting no help from the turnaround in Asia’s AI trade or easing energy prices. Oil is pulling back on reports of talks between Qatari mediators and Iranian officials to reopen the Strait of Hormuz within two days. Iran reiterated its preconditions, while security chief Rezai noted a shift in US tone and claimed Washington was ready to accept Tehran’s terms. Fears of conflict after the midterm elections remain high as Trump and Iran continue their war rhetoric. Companies mentioned: Meta, Alaska Air, Okta

October 30, 20265 min

Financial Market Preview - Friday 30-Oct

US equity futures are lower, while Asian and European equity markets are both mostly weaker. The AI trade is under renewed pressure following the latest US technology earnings, with concerns around heavy investment, cash burn and slowing growth weighing on sentiment. Amazon’s capital spending was well above expectations, while Intel issued weaker guidance. Meanwhile, markets continue to digest central bank decisions, with the ECB seen likely to raise rates in December, while the BOJ kept rates unchanged. Middle East tensions also remain in focus, with reports that the US is considering renewed strikes on Iran supporting oil prices. Companies mentioned: Nvidia, Nscale, Blackstone, Daiwa Securities, BT Group

October 29, 20264 min

Financial Market Preview - Thursday 29-Oct

US equity futures are indicating a lower open today. European markets have opened firmer, following mixed Asian markets. Central bank policy is in spotlight. Fed held rates steady, and now focus is on ECB and BOJ who are expected to hold rates steady as well. Markets now look for indication of a December move. Companies mentioned: Instacart, DoorDash, Dine Brands Global

October 28, 20264 min

Financial Market Preview - Wednesday 28-Oct

US equity futures are mixed, while Asian equity markets are higher and European equity futures are mostly weaker. AI-related sentiment remains supportive following another strong session for US technology shares and sharp gains in Asian chip stocks, led by SK Hynix after its earnings beat and upbeat outlook for memory and HBM demand. Attention now turns to the Fed, which is expected to leave rates unchanged, with markets looking for signals on a possible December hike. Meanwhile, energy risks remain elevated amid reports of renewed military strikes and limited progress in US-Iran diplomacy, while the UK Budget is also in focus with a relatively low-key fiscal statement expected. Companies mentioned: OpenAI, Nvidia, Google, TPG, Onsemi

October 27, 20265 min

Financial Market Preview - Tuesday 27-Oct

US equity futures were mixed, with S&P essentially flat. The AI trade showed renewed strength while big tech delivered a patchy performance. Markets were also watching fixed income: the US 10‑year yield held at around 5% after a choppy prior session, Bunds eased about 2 bps to 3.4% and Gilts remained near 5.35%. The dollar firmed. Commodities were tilted higher — WTI crude rose roughly 0.5% to just above $102/bbl, while gold slipped and industrial metals traded mixed. Bitcoin declined. Investors are looking past the latest Middle East developments. Crude has eased slightly from recent highs on hopes for a diplomatic resolution to US–Iran tensions after senior officials from Saudi Arabia, Turkey and Pakistan met Iranian leaders in Tehran on Monday to defuse the situation. Still, expectations that kinetic action could resume after the November midterms are growing as elections approach. Companies mentioned: Microsoft, Dollar General, Skydance

October 26, 20265 min

Financial Market Preview - Monday 26-Oct

US equity futures are firmer, with S&P futures up 0.1% after Friday’s losses. Treasuries are higher, with the 10-year yield down 3 bps to around 5%. The dollar is stronger against the yen and Aussie but softer versus the euro, while sterling is mixed. WTI crude is down 2%, approaching $101/bbl. Gold is higher, while industrial metals and Bitcoin are lower. Oil is pulling back from one-month high despite expectations of a resumption of US-Iran conflict continue to build. President Trump repeated he is nearing decision on whether to resume hostilities unless Iran agrees to a deal. Diplomacy remains at a standstill with Iran sticking to its demands for reopening Strait of Hormuz and refusing to discuss nuclear file. Companies mentioned: Amazon, JetBlue Airways, Alimentation Couche-Tard, Cumberland Farms