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    5 Oct 2026

    If you want fiscal dominance in a chart, here it is.

    Below interest payments as a % of GDP for both the US government (blue) and US nonfinancial corporates (orange). Source. Jim Bianco, Lyn Alden on X

    #Fixed Income| #United States
    If you want fiscal dominance in a chart, here it is.
    If you want fiscal dominance in a chart, here it is.
    5 Oct 2026

    The worst performing stocks in the S&P 500 this year...

    Source: Charlie Bilello

    #markets| #equities
    The worst performing stocks in the S&P 500 this year...
    The worst performing stocks in the S&P 500 this year...
    2 Oct 2026

    Nike has now crashed -80% from its peak and hit a 13 year low of $35.

    Source: Bull Theory

    #equities
    Nike has now crashed -80% from its peak and hit a 13 year low of $35.
    Nike has now crashed -80% from its peak and hit a 13 year low of $35.
    2 Oct 2026

    U.S. Dollar Index $DXY jumps to highest level since April 2025

    Source: Barchart

    #Forex
    U.S. Dollar Index $DXY jumps to highest level since April 2025
    U.S. Dollar Index $DXY jumps to highest level since April 2025
    2 Oct 2026

    NIKE DOWN BIG AFTER REPORTING EARNINGS

    Source: Stocktwits

    #equities| #earnings
    NIKE DOWN BIG AFTER REPORTING EARNINGS
    NIKE DOWN BIG AFTER REPORTING EARNINGS
    2 Oct 2026

    Anthropic might IPO before Thanksgiving, according to Bloomberg.

    Source: Yahoo Finance

    #AI| #Alternatives
    Anthropic might IPO before Thanksgiving, according to Bloomberg.
    Anthropic might IPO before Thanksgiving, according to Bloomberg.
    2 Oct 2026

    Given the relation between sovereign's rating and spreads to Germany, a spread of 135bp would be consistent with a BBB- rating.

    That's France this afternoon: just one notch away from "junk bond" territory. Source: Stephane Deo

    #Fixed Income| #europe
    Given the relation between sovereign's rating and spreads to Germany, a spread of 135bp would be consistent with a BBB- rating.
    Given the relation between sovereign's rating and spreads to Germany, a spread of 135bp would be consistent with a BBB- rating.
    2 Oct 2026

    Fed rate hike odds dropped from 70% to 23% in just 4 days as FED officials hint at a pause.

    Source: Bull Theory

    #Central banks
    Fed rate hike odds dropped from 70% to 23% in just 4 days as FED officials hint at a pause.
    Fed rate hike odds dropped from 70% to 23% in just 4 days as FED officials hint at a pause.
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