09:01 (DE) Germany Fin Min Klingbeil: Will not gain any new fiscal room for maneuvering in 2027; Projects FY federal tax rev to be €3B below May foreast08:43 CBRE 08:30 ET Q3 call: Higher interest rates are expected to pressure real estate capital-markets-driven businesses, offsetting continued outsized infrastructure services growth and investment. Management explicitly framed these as competing dynamics rather than a broad-based acceleration.08:30 *(US) INITIAL JOBLESS CLAIMS: 194K V 200KE; CONTINUING CLAIMS: 1.73M V 1.71ME08:40 CMCSA 08:30 ET Q3 call: Wireless switching activity “slowed down a bit” amid new converged offers, although 2026 is expected to be Comcast’s best year for mobile net additions.08:42 COCO Reports Q3 $0.58 v $0.51e, Rev $244M v $232Me (update)08:37 ARR 08:00 ET Q3 call: October book value has stabilized modestly: estimated book value was $14.65/share on October 19, including the October dividend accrual, versus $14.55 at September-end. Q3 pressure was heavily back-end-loaded: approximately 80% of the portfolio’s 20bp spread widening occurred in September, with significant widening in the quarter’s final three weeks.
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09:01(DE) Germany Fin Min Klingbeil: Will not gain any new fiscal room for maneuvering in 2027; Projects FY federal tax rev to be €3B below May foreast
08:43CBRE 08:30 ET Q3 call: Higher interest rates are expected to pressure real estate capital-markets-driven businesses, offsetting continued outsized infrastructure services growth and investment. Management explicitly framed these as competing dynamics rather than a broad-based acceleration.
08:30*(US) INITIAL JOBLESS CLAIMS: 194K V 200KE; CONTINUING CLAIMS: 1.73M V 1.71ME
08:40CMCSA 08:30 ET Q3 call: Wireless switching activity “slowed down a bit” amid new converged offers, although 2026 is expected to be Comcast’s best year for mobile net additions.
08:42COCO Reports Q3 $0.58 v $0.51e, Rev $244M v $232Me (update)
08:37ARR 08:00 ET Q3 call: October book value has stabilized modestly: estimated book value was $14.65/share on October 19, including the October dividend accrual, versus $14.55 at September-end. Q3 pressure was heavily back-end-loaded: approximately 80% of the portfolio’s 20bp spread widening occurred in September, with significant widening in the quarter’s final three weeks.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007726 ▼1.04%EUR/USD1.12 ▲0.3%USD/JPY157.04 ▼0.78%GBP/USD1.34 ▲1.19%OIL--Gold4098.3 ▼14.99%