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Nov 8, 2026
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6 min read
CPI and the 10-Year Auction Share Tuesday. The 2-Year Already Moved First.
Nov 7, 2026
Chips Fell 12.2% in a Day. Junk Bonds Slipped 0.3%.
Nov 6, 2026
Employers added 165,000 jobs and December hike odds rose to about 77%. Chips won back about 30% of Thursday's drop, and the Nasdaq still lost 3.4% on the week.
U.S. chipmakers rose overnight while Tokyo and Seoul fell 6%. DraftKings cut its profit forecast to fund prediction markets. Payrolls land before the open.
Nov 5, 2026
5 min read
The S&P 500 had its worst day since April 2025 and the Nasdaq closed in a correction. Jobless claims matched a 1969 low, and the two-year yield still fell 12 basis points.
AppLovin is up about 19% and Qualcomm down about 9% premarket after results. Kospi fell 5.3% as Toyota jumped 17%, and Trump Media moved its pledged bitcoin weeks before a $1 billion cash deadline.