• GOOGL
• JPM
• META
• MSFT
• US500

S&P 500 earnings to put investor focus on tech, AI

Investors expect S&P 500 earnings growth from AI investments despite overall deceleration. Tech and communication sectors show promise, while oil prices and Fed policies raise concerns.

• US500

2025 IT Services growth likely to be consistent with 2024 levels: Morgan Stanley

Morgan Stanley's CIO survey predicts 2.7% IT services budget growth in 2025, stable across regions, with varying sector performance and early generative AI adoption.

• CME
• DJI
• IXIC
• US10YT=X
• US500

US inflation rises 2.4% in September, slightly hotter than expectations

US inflation slowed in September, exceeding expectations and complicating Federal Reserve's rate cut considerations amid rising unemployment claims and core CPI acceleration.

• BRKa
• CL
• DAL
• DPZ
• JP225
• US500

Morning Bid: New stock records as storm passes and CPI due

• US500

CPI report should create scope for dip buying: BofA

Bank of America anticipates the September CPI report will show slight inflation increases, impacting Treasury market volatility but likely leading to a buying opportunity for investors.

• US2000
• US500
• VIX

Rotation trade dying down despite volatility, says Barclays

Barclays strategists note losing momentum in rotation trade amid volatility, adjusting factor recommendations towards cyclical strategies while remaining cautious due to US election uncertainties.

• TSLA
• US500

Robotaxi Day 'marks a new chapter of growth' for Tesla, Wedbush says

• 1YMZ24
• DAL
• DJI
• ESZ24
• IXIC
• NQZ24
• US500

CPI ahead, Fed minutes, Delta Air Lines to report - what's moving markets

US stock futures decline ahead of inflation data and earnings reports, while Fed meeting minutes reveal support for rate cuts. Oil prices rise with Hurricane Milton impacting Florida.

• US500
• VIX

Analysis-Risks from potentially contested US election appear on market's radar

Investors are wary of a contested U.S. election impacting the booming stock market; this uncertainty remains despite strong economic growth and historical trends in election years.

• CL
• CSI300
• DX
• EUR/USD
• HK50
• LCO
• US500
• USD/JPY

Chinese stocks climb; dollar steady before US inflation test