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892
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Oct 2026
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Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
I don't know about you, but I feel like this market is becoming harder and harder to read! One day, investors are buying the dip, the next day they're like, Never Catch a Falling Knife! Optimism gives way to anxiety, and then back again, sometimes without any real catalyst. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Who's gonna foot the bill for all the AI infrastructure? US stocks are sharply down as growing concerns about how artificial intelligence investments will be financed weigh on sentiment. Higher-than-expected September inflation data acted as a trigger yesterday: the S&P 500 ended the session 1.1% lower, and the Nasdaq 100 dropped 2%, though the Dow Jones held up better, slipping just 0.09%. Today's PPI isn't helping. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
As i mentioned in a previous column, Wall Street has embraced the idea that high interest rates are a sign of economic strength - after spending months complaining about them. However, this assumption could be questioned if today's inflation report shows that prices continue to increase. Meanwhile, earnings season is picking up pace, and the old economy is striking back. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The market's main sources of optimism, AI and corporate earnings, are being seriously tested. An AI selloff is spreading from Asia to Europe and to the US, while strong bank earnings fail to generate much enthusiasm. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street has convinced itself that sky-high interest rates are actually good news. Has investor optimism turned into outright delusion? This week's earnings and inflation figures will put that theory to the test, while soaring oil prices and geopolitical tensions threaten to bring investors crashing back to reality. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
This morning, a number of stocks are pulling back from yesterday's selloff, while others are struggling for reasons that have nothing to do with the general market performance. It looks like the party is over, with companies now having to show that their ambitions can withstand a meeting with financial reality. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street has spent weeks defying expectations, with stocks climbing despite punishing borrowing costs. But the real threat may be coming from oil. A barrel is back above $105 today as tensions escalate, and if prices keep rising, Wall Street's remarkable resilience could finally crack. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street is breaking records, but the celebrations are becoming more and more exclusive. The large companies are making a profit, which is sufficient to ignore the harsh bond yields. But smaller stocks, long-duration assets and highly indebted businesses are being left behind. Can an index remain this healthy when so much of what lies beneath it is not? Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street seems to be getting its groove back today: oil prices are dropping, Treasury yields have pulled back, albeit slightly, from their most recent highs, and the artificial-intelligence sector is still strong enough to drive the Nasdaq to record levels. Stocks and bond yields are still climbing in tandem, supported by the strength of the US economy. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
This week, the most important question for the markets is whether the U.S. economy is becoming weak enough to relieve some pressure on the Fed without causing serious harm to corporate profits. Friday's jobs report changed that debate a lot. Meanwhile, political risk is becoming a major market force. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
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Matt East
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Sean Smith, Mike Mella, & Amanda Lutz
Payments Consulting Network
