Market Beat

Argus Research
  • 5.0 (1)
  • Investing
  • Updated Daily

Market Beat is your daily briefing on what's moving markets, straight from the analysts at Argus Research. Hosted by Caroline Wygal and revolving analysts from the Argus team, each episode covers the topics Wall Street is buzzing about and the morning's biggest market movers.  We also provide quick takes on 2-3 individual stocks that have piqued our analysts’ interests, and a deeper dive into top investing themes. New episodes drop Monday through Thursday. #stocks #investor #investing #marketinsights #businessinsights #industryinsights #equityresearch #markets

  1. 39m ago

    Market Beat | Episode #74

    In today’s episode, we discuss Alphabet’s 12% drop after missing third-quarter sales targets and how it pulled down the Nasdaq. We also cover Microsoft’s Azure growth, Caterpillar’s slide, DoorDash’s $17 billion deal to buy Instacart, and Eli Lilly’s earnings beat. We break down the latest inflation reading, which came in at 3.6%, and a strong 3.4% third-quarter GDP print. Quick takes on Biogen, Wendy’s and RTX. Finally, we take a deeper dive into the Fed holding steady ahead of the midterms and what Chairman Warsh’s changes could mean for the central bank.

  2. 1d ago

    Market Beat | Episode #73

    In today's episode we break down what's driving markets on October 28, 2026. We examine the VIX, Wall Street's closely watched "Fear Gauge," and what its current levels suggest about the ongoing bull market. Plus, updates on Seagate, Robinhood, and Wendy's, quick takes on Corning, Spotify, and Celestica, and a deeper dive into the strength of the U.S. dollar and what it means for investors.

  3. 2d ago

    Market Beat | Episode #72

    In today’s episode, we discuss what to expect as the Federal Reserve starts its two-day meeting, with no rate move expected but a lot riding on the vote count. We also cover Meta’s $100 billion raise for AI, Coca-Cola’s earnings beat, Boeing’s slide, and Celestica’s big jump. Nick Eade shares quick takes on Badger Meter, Bio-Techne and Abbott Laboratories. Finally, we take a deeper dive into our Economic Call of the Week, Fed Forward, including who votes and which officials to watch ahead of the December meeting.

  4. 3d ago

    Market Beat | Episode 71

    In today’s episode, we discuss Anthropic’s IPO filing under the ticker “ANT,” with trading expected to start in mid-November. We also cover the sell-off in Brazilian stocks, Verizon’s earnings beat and Amazon deal, and a big week ahead with the Fed meeting and a long list of earnings. Quick takes on Hasbro, American Express and Philip Morris. Finally, we take a deeper dive into the rotation into Healthcare and five Buy-rated names benefiting from it. Give us five minutes, and we'll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.

  5. 6d ago

    Market Beat | Episode # 70

    In today’s episode of Market Beat by Argus Research, host Caroline Wygal looks at why pricing pressures keep mounting, with oil hovering near $100 per barrel and up 70% year to date, keeping inflation stubbornly above the Fed’s 2% target as affordability becomes a central issue heading into the midterms. Earnings from Meta, IBM, Procter & Gamble, and Lockheed Martin, a Fed meeting on deck for October 27th and 28th, and a deeper dive into U.S. debt, now $29.5 trillion and roughly 123% of GDP, the highest level since World War II. Quick Takes on EFX, AA, and NFLX. Give us five minutes, and we’ll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.

  6. Oct 21

    Market Beat | Episode #69

    In today’s episode of Market Beat by Argus Research, host Caroline Wygal looks at the Misery Index, which adds the unemployment rate to the annual inflation rate and tracks the two pillars of the Fed’s dual mandate. September’s reading of 7.9%, the sum of 3.7% CPI inflation and 4.2% unemployment, sits below the 9.1% average since 1949 and far below the stagflation peaks near 20% during the Ford and Carter years. It’s also down from a 2026 peak of 8.5% in May, though up from 6.7% in January. That relatively benign picture contrasts sharply with consumer surveys, where the Conference Board’s Consumer Confidence Index fell in September to its lowest level since 2014 and the University of Michigan’s October sentiment reading dropped to its weakest since May, with the current conditions component hitting a record low. Argus’s long-term benchmark for the index is 6.6%. Third-quarter earnings season is underway with roughly 50 S&P 500 companies reported, nearly half of them Financials, and 86% beating consensus. S&P 500 earnings are expected up 31% for the quarter, led by Energy at 128%, Technology at 67%, and Communication Services at 46%. In Active Stocks, SpaceX jumps 9% on its first profit as a public company with revenues up 161% and talk of exploring a Tesla merger, Capital One rises 4%, and Netflix falls 4% on weak ad revenue guidance. Quick Takes cover raised targets on Fastenal after five straight quarters of double-digit growth, Bank of New York Mellon on improving operating leverage, and Travelers on pricing gains and expanding AI tools. Give us five minutes, and we’ll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.

  7. Oct 20

    Market Beat | Episode #68

    Spotify Description: In today’s episode of Market Beat by Argus Research, host Caroline Wygal digs into the housing market and what Chief Economist Chris Graja expects for home improvement spending. Thursday brings Harvard’s Leading Indicator of Remodeling Activity, which projects U.S. repair and remodeling activity worth roughly $520 billion annually. The second-quarter report pointed to a 2.1% increase in renovation and repair spending for both the third and fourth quarters, slowing to 0.7% and 0.5% in the first half of 2027. Slow spending growth suggests households are reluctant to commit to big-ticket projects like kitchen remodels that require financing. Even with residential fixed investment low at 3.6% of GDP, Argus remains a long-term bull on Home Depot and Lowe’s, pointing to first-time buyers purchasing homes that need work, homeowners who refinanced at pandemic rates choosing to improve rather than move, and Baby Boomers making age-friendly renovations to stay in place. This morning’s housing data was discouraging, with pending home sales down 7.3% in September after a 0.3% August rise, and housing starts at 1.2 million, just below August and short of expectations in a market already short on inventory. In Active Stocks, Northrop Grumman rises 6% on an earnings beat and raised guidance, while GE Aerospace and General Motors both fall despite beats. Quick Takes cover M&T Bank’s steady loan growth and credit quality, Nike’s U.S. sales turnaround under new management, and Cencora’s 9% dividend hike after a quarter of outperformance. Give us five minutes, and we’ll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.

  8. Oct 19

    Market Beat | Episode #67

    In today’s episode of Market Beat by Argus Research, host Caroline Wygal looks at the standouts and laggards from a challenging third quarter. The S&P 500 gained 2% after a 15% rise in the second quarter and a 4% loss in the first, but the strongest gains were concentrated in just three sectors: Energy, Healthcare, and Information Technology, with more sectors finishing negative than positive. In the Argus universe of roughly 500 companies, the average stock fell 2% and the median lost 5%, while the top 10 Buy-rated names rose 71% on average, led by 10x Genomics up 140% and Moderna up 138%, with HF Sinclair, Hewlett Packard Enterprise, Valero Energy, Super Micro Computer, DocuSign, Phillips 66, NetApp, and Abercrombie & Fitch rounding out the list. On the downside, AppLovin fell 49% and ADTRAN dropped 45%. Earnings season broadens out this week well beyond the banks, with Meta, Tesla, Netflix, GM, IBM, AT&T, and American Express all reporting, and estimates calling for low-30% earnings growth for the quarter. Ahead of the October 28th Fed meeting, odds of no rate move sit at 83%, and Argus is in that majority camp. Quick Takes cover State Street’s record $59 trillion in assets under custody, Charles Schwab’s 29% earnings jump with trading revenues up 16%, and ASML’s strong order intake and raised full-year targets. Give us five minutes, and we’ll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.

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About

Market Beat is your daily briefing on what's moving markets, straight from the analysts at Argus Research. Hosted by Caroline Wygal and revolving analysts from the Argus team, each episode covers the topics Wall Street is buzzing about and the morning's biggest market movers.  We also provide quick takes on 2-3 individual stocks that have piqued our analysts’ interests, and a deeper dive into top investing themes. New episodes drop Monday through Thursday. #stocks #investor #investing #marketinsights #businessinsights #industryinsights #equityresearch #markets

Information

  • Creator
    Argus Research
  • Years Active
    2026
  • Episodes
    80
  • Rating
    Clean
  • Copyright
    © Argus Research
  • Show Website
    Market Beat