US/Japan equities remain relatively firm, while real estate, Europe and EM debt stay weak. High US yields persist, but markets remain split—not broad risk-on or risk-off.
Notes:
w18notes.com/en/notes/tok...

US/Japan equities remain relatively firm, while real estate, Europe and EM debt stay weak. High US yields persist, but markets remain split—not broad risk-on or risk-off.
Notes:
w18notes.com/en/notes/tok...
The economy added 29,000 jobs in Sept. Fewer than a mid-sized stadium holds. Unemployment rate: 4.2%. The stadium isn't hiring #economy #jobs #unemployment #markets
📈 #Markets
"Demand for compute and energy infrastructure will continue to outstrip supply through the end of the decade and beyond, creating opportunities for investors to finance the AI buildout, according to Brookfield Asset Management CEO Connor Teskey."
📈 #Markets
"Indian stocks jumped on Tuesday after Finance Minister Nirmala Sitharaman said she’s keen to listen to discussions around a transaction tax imposed on trading shares as the country seeks to boost capital inflows."
📈 #Markets
"The global artificial intelligence trade is coming under increasing pressure, with a deepening selloff in chip stocks instilling fresh doubts about the sustainability of one of the most powerful investment themes of recent years."
📈 #Markets
"The deepening selloff in shares linked to artificial intelligence pushed the key emerging-market equity index down for a second day and triggered a decline in currencies of Asia’s technology hubs."
Stock Market: Will S&P 500 Open Up or Down Today?. Follow @london5 for the story as it develops. Simulated results — not investment advice. #breakingnews #markets #london5
Saudi market rises as Jerray profits climb 15.1%
https://marthio.com/a/saudi-market-rises-as-jerray-profits-climb-15-1
📈 #Markets
"Chinese refiners will slow drawdowns of oil from reserves this month as crude imports recover, according to Energy Aspects."
Stock Market: Will S&P 500 Open Up or Down Today?. Follow @london5 for the story as it develops. Simulated results — not investment advice. #breakingnews #markets #london5
French regulator ACPR assures financial stability despite bond yield surges. Banks' modest domestic public debt holdings (2% of consolidated assets) limit systemic risk. 🇫🇷🤝 #Finance #Markets
📈🚨 US Treasury Yields Could Reach 6% as Global Bond Sell-Off Accelerates🌍💸
IMF raises 2026 global growth forecast to 3.1% citing AI investment offsets
https://marthio.com/a/imf-raises-2026-global-growth-forecast-to-3-1-citing-ai-investment-off
📈🚨 US Treasury Yields Could Reach 6% as Global Bond Sell-Off Accelerates🌍💸
tradersdna.com/us-treasury-... @nigeljgreen.bsky.social
Hong Kong dollar approaches weak trading band limit at 7.8475 to US dollar
https://marthio.com/a/hong-kong-dollar-approaches-weak-trading-band-limit-at-7-8475-to-us-do
“On Monday, the research arm of BlackRock, the world's biggest asset manager, downgraded its US stocks outlook to neutral, citing ‘potential volatility around the AI
buildout’ and turned bullish on short-term Treasuries.” 👇
The S&P 500 has gone nowhere since its Oct 6 record. Underneath, investors are hiding.
Staples +1.17%, defensives beating tech for a 2nd week.
🇺🇸 US MARKETS LOST $85B TODAY
📊 Total US market value: $83.09T (-0.10%)
📉 S&P 500 #SPY -0.06%
📉 Nasdaq -0.44%
📈 Dow +0.38%
🏆 Biggest add: Apple Inc. +$63B
🔻 Biggest drag: NVIDIA Corporation -$71B