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, 11-June
US markets mixed to higher this week with the biggest macro focus again on inflation following the hotter than expected CPI print. In this episode we discuss what investor sentiment is around the possiblity of future inflation and when any policy shift may take place. On the corporate side, rising input costs, supply chain woes and a smattering of earnings make the broadcast.
Tickers Mentioned: CHWY, CMG, SBUX, BIIB, MSTR, AMC, GME
Evening Market Recap - Thursday, 10-June
Overview: US equity markets higher today with the April CPI reading garnering the most attention. Elsewhere, house democrats put forth a series of bills aimed at big tech and input costs may be weighing on future earnings as is reflected by the slew of companies noting margin pressure recently.
Tickers Mentioned: RH, SIG, GME, FCEL, TYME, CMG, LOW, PG, UPS, CPB
Evening Market Recap - Wednesday, 9-Jun
US equities finished a touch weaker, but near session lows, in uneventful trading. It was very quiet from a headline perspective. Biden ended infrastructure stimulus talks with a group of six Republican senators and will now shift focus to a bipartisan group of senators that is expected to unveil its proposal before the end of the week. The Market is still largely in waiting mode for Thursday's release of the May CPI and next Wednesday's FOMC announcements.
Evening Market Recap - Tuesday, 8-Jun
US equities mostly higher Tuesday with few incremental headlines. Bipartisan infrastructure talks continue to appear stalled, and the market looks to be in a holding pattern ahead of Thursday's May CPI release. Crypto meaningfully weaker, and meme stocks continue to get attention.
Evening Market Recap - Monday, 7-June
US Equities mixed in a quiet session on Monday after the major indices posted modest gains last week. Nothing incremental over the weekend on infrastructure stimulus. Investors remain focused on May CPI figures after April core prices registered the largest month to month increase since 1981. Biogen's Alzheimer's drug received FDA approval, becoming the first new treatment for the disease since 2003.
Weekly Market Recap - Friday, 4-June
Equity markets aiming to finish modestly higher on what was a quiet week. Nonfarm payrolls missed expexctation, though by a smaller margin than April. Headlines getting attention on the week includes Biden's one on one meeting with GOP WV senator, inching closer to a deal, meme stocks such as AMC rallying with little qualitative or quanatitive rationale, and a noteworthy amount of MandA news.
Tickers mentioned: AMC, NAKD, DOCU, CIEN, ZM, NTAP, ETSY, DBS, FEYE
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It's a quick, easy to understand daily update on the markets. This podcaster does a great job of filtering out all of the noise to get me the information I need to know when I'm speaking to my clients. Unbiased without the fluff you see all of the time. Straight facts. Well worth a listen each afternoon.
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