Top News

Financial TimesOct 2 at 9:59 AM PDTGrowth

US economy adds just 29,000 jobs in September as hiring slows sharply

Figure renews market debate about outlook for further Fed rate rises

More: The New York Times, The Washington Postopen, CNN, Investing.comopen, Reutersopen, The Guardianopen, Axiosopen, FXStreetopen, The Straits Times

Social commentary: carlquintanilla.bsky.socialBluesky, josephpolitano.bsky.socialBluesky

BloombergOct 2 at 8:32 AM PDTMarkets

Tesla Sales Top Estimates for Third Quarter

More: The Wall Street Journal, CNBCopen, The Business Times, Axiosopen, MarketWatchopen

Financial TimesOct 2 at 3:43 AM PDTInflation

Eurozone inflation hits three-year high of 3.8%

More: CNBCopen, Euronewsopen, Finanzmarktweltopen, investingLiveopen, Anadolu Agencyopen, FXStreetopen

ReutersOct 2 at 9:10 PM PDTGrowth

Vietnam's quarterly GDP grows fastest in 4 years as exports boom

More: Nikkei Asia

Tomi Kilgore, Joseph Adinolfi, Steve Goldstein, Nora RedmondMarketWatchOct 2 at 1:03 PM PDTMarkets

Nasdaq closes just below record, Dow and S&P 500 also rally after soft jobs data

More: Investor's Business Daily, Associated Press, The Straits Times, Reuters via Investing.com

Press Trust of India via The Economic TimesOct 3 at 1:00 AM PDTGeopolitics

Sanctions, tariffs turn into policy instruments, sometimes weaponised: P K Mishra

More: Business Standard

ReutersOct 1 at 7:00 PM PDTInflation

South Korea September inflation eases to 2.9% y/y, matches forecast

More: Seoul Economic Daily, The Business Times, Yonhap News Agency via The Korea Times

ReutersOct 2 at 12:35 PM PDTMonetary Policy

Blanche says DOJ is not reopening criminal probe into Fed's Powell, Bloomberg News reports

Adam ButtonAnalysisinvestingLiveOct 1 at 10:31 AM PDT

Fed's Jefferson: Weighing more data will allow the Fed to make a better call on rates

PodcastOdd LotsOct 1 at 1:00 AM PDT44 min

Everything in Markets Is Now Moving Incredibly Fast

Listen Transcript

Prediction markets:

KalshiWill the Federal Reserve Hike rates by 0bps at their October 2026 meeting?

Fed holds rates: 83% · Closes Oct 28, 2026, 5:59 PM UTC · Quote captured Oct 3, 2026, 9:07 PM UTC

PolymarketWill there be no change in Fed interest rates after the October 2026 meeting

83% · Closes Oct 29, 2026, 3:59 AM UTC · Quote captured Oct 3, 2026, 9:07 PM UTC

More: CNBC, Financial Times, Axios, investingLive, Bloomberg, Investing.com

Social commentary: Justin WolfersBluesky, Julia CoronadoBluesky

BloombergOct 1 at 11:41 PM PDTFiscal

French budget concerns widen European sovereign-debt stress and lift yields

More: Financial Times, Semaforopen, Euronewsopen

Reuters via Investing.comOct 2 at 1:49 PM PDTMarkets

Spiking bond yields, midterms, earnings to test US stocks’ typical fourth-quarter strength

More: Axios

BloombergOct 2 at 3:30 AM PDTMarkets

As Bond Yields Rise, the US Is Flirting With Disaster

More: The New York Times, Reutersopen, Mintopen, Anadolu Agencyopen, CNBCopen

Reuters via Investing.comOct 1 at 5:54 PM PDTMonetary Policy

Bank of England official says central bank mishandled its first response to Iran shock

More: BBC

Theresa LoconsoloTechCrunchOct 2 at 10:48 AM PDTAI & Capex

White House secures voluntary AI safety accord as Trump rebrands AI policy

More: Associated Press, The Guardian, Financial Times, The New York Times, SiliconANGLE

ET BureauThe Economic TimesOct 1 at 11:45 AM PDTGrowth

India's manufacturing PMI hits 7-month high in September as domestic, export demand strengthen

More: Mint, Business Standard, Investing.com, The Hindu BusinessLine, Reuters via The Hindu BusinessLine

Bastian Benrath-WrightBloombergSep 30 at 11:30 PM PDTInflation

Swiss Inflation Quickens to 2-Year High Driven by Oil and Franc

More: Anadolu Agencyopen

BloombergSep 30 at 9:10 PM PDTMonetary Policy

RBI’s success on dollar flows raises stakes in inflation fight & clamour for rate hike

More: Mintopen

Markets

S&P 5007,723+0.7%VIX15.3-6.6%DXY101.9-0.2%Brent102.25Unchanged U.S. 10Y5.27%+0.8%U.S. 30Y5.62%+0.4%Gold4,172-0.7%Bitcoin84,708+0.6%

What's Moving

Hang Seng23,972-2.6%

Source: CNBC

Ahead

Tue, Oct 6 at 8:30 AM EDTU.S. International Trade in Goods and Services, August 2026

BEA

Tue, Oct 6 at 10:45 AM EDTVice Chair for Supervision Michelle W. Bowman: Modernizing Regulation and Supervision

Federal Reserve · At the 2026 Community Banking Research Conference, St. Louis, Missouri

Thu, Oct 8 at 4:30 AM EDTGovernor Christopher J. Waller: Economic Outlook

Federal Reserve · At the Central Bank of the Republic of Türkiye (TCMB) İstanbul Economic Forum, Ümraniye/İstanbul, Türkiye

Tue, Oct 13 at 7:00 AM EDTEarningsCitigroup earnings and investor call

Citigroup investor relations · Sep/2026 · Before U.S. open

Tue, Oct 13 at 7:00 AM EDTEarningsGoldman Sachs earnings and investor call

Goldman Sachs investor relations · Sep/2026 · Before U.S. open

Tue, Oct 13 at 7:00 AM EDTEarningsJPMorgan Chase earnings and investor call

JPMorgan Chase investor relations · Sep/2026 · Before U.S. open

Wed, Oct 14 at 7:00 AM EDTEarningsBank of America earnings and investor call

Bank of America investor relations · Sep/2026 · Before U.S. open

Open full calendar

Weekend Reading

Navigating Geoeconomic Risk in the U.S. Stock Market

Federal Reserve Bank of New York · Oct 1 at 4:00 AM PDT

The Employment Release and Business Cycle Indicators

Econbrowser · Oct 2 at 10:28 AM PDT

Populist tendencies on the UK left, and the puzzle that never was

Mainly Macro · Sep 29 at 12:51 AM PDT

FHFA’s Q2 National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores

Calculated Risk · Oct 1 at 10:09 AM PDT

More News

Fed, ECB Minutes to Show Inflation Fears as Hike Bets Fade

Bloomberg · Oct 3 at 1:00 PM PDT

Lockheed Taps OpenAI to Solve F-35 Challenges

Bloomberg · Oct 2 at 10:37 AM PDT

Tokyo core inflation rate jumps in September, bolsters case for more BOJ hikes

Reuters · Oct 1 at 8:30 PM PDT

Merz Will Meet Frontrunners for Lagarde Job as ECB Race Heats Up

Bloomberg · Oct 3 at 12:00 AM PDT

Former Eli Lilly executive sells Jackson Hole estate for nearly $39.5 million

The Wall Street Journal · Oct 2 at 4:53 PM PDT

Earlier

U.S. Manufacturing PMI Expands for 9th Straight Month as Costs Jump

Seoul Economic Daily · Oct 1 at 1:09 PM PDT

UK gilt yields reach a 1998 high, pressuring bank shares ahead of the budget

Reuters · Oct 1 at 10:45 AM PDT

FTSE 100 today: Stocks climb as weak U.S. payrolls cloud Fed hike bets

Investing.com · Oct 2 at 9:13 AM PDT

Oil rises slightly as market weighs mixed supply signals

Reuters · Oct 1 at 8:20 PM PDT