FactSet Evening Market Recap

Factset
  • 4.8 (21)
  • BUSINESS NEWS
  • UPDATED SEMIWEEKLY
FactSet Evening Market Recap

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.

  1. 10H AGO

    Evening Market Recap - Monday, 28-Apr

    US equities finished mostly higher in an up-and-down session on Monday, finishing well off worst midday levels. It was a fairly uneventful session with the market in waiting mode for the flurry of high-profile macro data and earnings reports this week. In macro news, April’s Dallas Fed Index was well below consensus, the lowest since May 2020.

    6 min

  2. 3D AGO

    Weekly Market Recap - Friday, 25-Apr

    US equities were higher this week as the S&P 500 and Nasdaq posted their second-best weeks year-to-date. Trade remained the biggest focus for markets, while concerns around Fed independence were also responsible for weakness earlier in the week. Economic data was mostly weaker, adding to growth fears.

    11 min

  3. 4D AGO

    Evening Market Recap - Thursday, 24-Apr

    US equities were higher in Thursday trading, near best levels. There was no one specific factor behind today's move, though thin liquidity and depressed positioning have received attention and recent strength has been a function of select tariff and Fed off-ramps. In macro news, headline March durable goods orders saw a 9.2% month over month increase, well ahead of consensus but driven almost entirely by transportation.

    8 min

  4. 5D AGO

    Evening Market Recap - Wednesday, 23-Apr

    US equities were higher in Wednesday trading, though ended off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 107bps, 167bps, and 250bps respectively. Global risk assets were boosted by comments from President Trump on Powell, China tariffs. April flash composite PMI was a bit weaker than consensus. March new home sales printed well above consensus. Fed's Beige Book said activity little changed since the previous report, but uncertainty around trade policy is pervasive.

    6 min

  5. 6D AGO

    Evening Market Recap - Tuesday, 22-Apr

    US equities were higher in Tuesday trading as stocks finished not far off best levels. Low bar for trade seemingly the big driver of the Tuesday bounce. April Richmond Fed manufacturing index missed, including lower employment index and rising prices paid.

    5 min

  6. APR 21

    Evening Market Recap - Monday, 21-Apr

    US equities were sharply lower in Monday trading, though off worst levels. Today's weakness was tabbed to concerns about Fed independence and related scrutiny already surrounding the US exceptionalism/safe-haven themes from Trump trade policies. Nothing on the US economic calendar today, but Chicago Fed President Goolsbee said short-run inflation expectations are up, but not rising in the long run, still seeing rates lower in 12-18 months.

    6 min

  7. APR 17

    Evening Market Recap - Thursday, 17-Apr

    US equities were mixed in Thursday trading, ending off best levels, and seeing Dow, S&P, and Nasdaq cap weekly declines. A number of moving pieces to close out the holiday-shortened trading week today. In macro news, April Philadelphia Fed manufacturing index dropped to (26.4) versus consensus for +3.5.

    6 min

  8. APR 16

    Evening Market Recap - Wednesday, 16-Apr

    US equities finished sharply lower in Wednesday trading, ending a bit off worst levels, with the Dow Jones the S&P 500 and the Nasdaq falling 173bps, 224bps, and 307bps respectively. Nvidia was the biggest drag after yesterday's announcement of new US government export restrictions on their H20 chips. Also some hawkish takes on Fed Chair Powell's remarks today who noted tariff increases are significantly larger than anticipated, which could lead to higher inflation and slower growth. March headline retail sales, sales ex-autos, and sales ex-autos and gas all came in a bit better than expected. April NAHB housing market index beat, but sales expectations lowest since Jan-23.

    5 min
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    4.8
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    About

    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.

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