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.
Evening Market Recap - Monday 26-July
US equity markets flat to higher today, still dabbling in record territory. Not a lot of change to the broader macro backdrop from last week as we await a slew of earnings Tuesday-Friday. In this episode we touch on Amazon's job posting giving sepculative rise to bitcoin, the rise in delta and economic data released today. Tune in!
Tickers mentioned: TSLA, RRC, AMZN, BTC, HAS
Weekly Market Recap - Friday, 23-July
Domestic markets ending the week higher despite the big sell-off on Monday. Focus throughout the week has been on the COVID-19 delta variant, earnings tailwinds, heightned buyback volumes/expectations, positive corporate commentary, infrastructure bill progress and vaccine optomism. Tune in as we catch you up on the most pressing market themes and dynamics.
Tickers mentioned: CMG, TSLA, JNJ, MCK, CAH, ABC, UL, SNAP, INTC
Evening Market Recap - Thursday, 22-July
US equity markets mostly higher today as the market continues to search for equilibrium following the sell off on Monday. No broad scale shift in the market narrative as the usual suspects continue to get most attention including inflation, buybacks, the delta variant, peak everything and positive corporate earnings.
Tickers mentioned: UL, TSLA, DPZ, BX, CSX, TXN
Evening Market Recap - Wednesday, 21-Jul
US equities finished higher in trading, near best levels. Major indices were higher for a second-straight session, and have now erased Monday's big selloff. A Bipartisan group of senators will issue a statement saying the $1.2T compromise infrastructure package remains on track despite blocking today's procedural vote. The Delta variant concerns continue to dominate the press but the WSJ highlighted the preference to push vaccinations rather than new restrictions in the US.
Evening Market Recap - Tuesday, 20-Jul
U.S. equities higher Tuesday, with the SandP nearly erasing Monday's notable decline. Near-term oversold conditions and the "buy the dip" mantra in focus. Otherwise quiet from a headline perspective, with Delta variant spread a big theme in the press.
Evening Market Recap - Monday, 19-July
US equities came under pressure on Monday. The Dow posted it’s worst day since October, SandP had its worst day since May and the Nasdaq has now moved lower five sessions in a row. Significant attention today on Covid resurgence from highly transmissible Delta variant, reviving concerns about return of restrictions and implications for reopening momentum. There has also been discussion of "peak" themes around growth, profits, and policy, which seem to be an overhang on risk sentiment, particularly in the face of stretched valuation and positioning indicators.
Best Daily Update Out There
Precise and accurate. I trust this update more than any other that I’ve heard. My go-to every day.
The best market wrap I've found
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.
Best finance podcast around
Everything that matters, nothing that doesn’t. My go to, especially if I’ve been tunnel visioned on something specific all afternoon.