20本のエピソード

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.

FactSet Evening Market Recap Factset

    • ニュース

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.

    Weekly Market Recap, Friday 28-Jun

    Weekly Market Recap, Friday 28-Jun

    US equities ended mostly higher this week with solid performances from big tech (though Nvidia again underperformed). The big focus this week was on some disappointing key corporate updates, the Trump-Biden presidential debate, the May PCE report, and a continued volatile macro narrative. Core PCE inflation was in line with consensus with April revised slightly upward.

    • 7分
    Evening Market Recap - Thursday, 27-Jun

    Evening Market Recap - Thursday, 27-Jun

    US equities finished higher in Thursday trading after an up-and-down session that saw official S&P performance a hair behind the equal-weight index. It was a fairly quiet and uneventful session, though there were a few dynamics at play. Today's mixed economic data and cautious consumer updates also seem to reflect a gradually cooling economy and solidifying hopes for a September cut and pushing rates lower.

    • 5分
    Evening Market Recap - Wednesday, 26-Jun

    Evening Market Recap - Wednesday, 26-Jun

    US equities ended mostly higher in fairly quiet Wednesday trading, with the Dow Jones, S&P500, and Nasdaq closing up 4bps, 16bps, and 49bps respectively. May new home sales missed. Architecture Billings Index declined in May to its lowest level since August 2020. Today's $70B auction of 5-year notes saw slight stop through in latest well-received sale. Micron trading lower after hours as revenue guidance was shy.

    • 4分
    Evening Market Recap - Tuesday, 25-June

    Evening Market Recap - Tuesday, 25-June

    US equities finished mixed in Tuesday afternoon trading, with S&P and Nasdaq breaking a streak of three straight declines. Today saw some reversal of the recent momentum unwind.  Underwhelming corporate updates were another area of focus. Little directional impulse from economic calendar or Fedspeak. Stretched positioning and buyback blackouts flagged as near-term headwinds.

    • 4分
    Evening Market Recap - Monday, 24-Jun

    Evening Market Recap - Monday, 24-Jun

    US equities ended mixed Monday, well off best levels. Nvidia, semis, and AI-linked names extended recent declines, with Nvidia now off more than 10% and the Philadelphia Semiconductor Index down over 5% since 18-Jun. However, breadth is positive with strong performance across value and cyclical groups. There was not much on the economic calendar as the June Dallas Fed Index missed, though was better m/m.

    • 5分
    Weekly Market Recap, Friday 21-Jun

    Weekly Market Recap, Friday 21-Jun

    US equities ended higher in this shortened week of trading with the Equal Weight S&P outperforming the official index. Fed rate cut expectations received a boost from the latest retail sales report, which added to the growing pool of evidence of a cooling US economy. AI enthusiasm also continued to provide support to sentiment with Nvidia surpassing Microsoft on Tuesday to become the most valuable public company.

    • 6分

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