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The First
To provide audio news squawks in 1998. Entering our second decade of market moving analysis.
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Professional analysts broadcasting 24 hrs for American, European and Asian markets.
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Top Stories
| 11:13 | (JP) Japan govt plans to step up cooperation with US AI developers in cybersecurity package that is expected out as soon as next week - Nikkei |
| 11:09 | MHK 11:00 ET Q3 call: US demand weakened exiting the quarter and remained soft through October across most products and channels, particularly builders, following higher rates. Overall quarterly operating results met expectations despite the late-quarter softening; the near-term residential outlook remains challenging. |
| 11:06 | CVX Q3 Earnings Call: Plans to double production from its three Venezuela joint ventures to roughly 600,000 barrels per day by 2031, with the program “self-funding” and potentially extending into the 2030s. |
| 10:23 | (IR) Axios' Barak Ravid: As far as I know from multiple US officials the focus of the meeting yesterday wasn't strikes. More than 20 people attended. Blockade and economic pressure were discussed at length. It doesn't mean strikes couldn't happen immediately after the midterms |
| 11:10 | LYB 11:00 ET Q3 call: Market normalization is likely to take “quarters, not months.” Middle East disruptions continue to affect production, feedstock availability, logistics and trade flows, with uncertainty persisting longer than many expected. |
| 11:05 | PUM.DE 10:00 ET Q3 earnings call: 2027 recovery expected to be gradual, not an immediate step-up. Above-industry growth remains the ambition, but management says the industry environment “has become more cautious,” with softer consumer sentiment and more selective retailers. Converting running/training product momentum into broad demand and meaningful scale “will take time”; management did not validate analysts’ 4–5% growth assumptions. |
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FICC
| EUR/USD | 1.12 | (-0.13%) |
| USD/JPY | 157.23 | (-0.67%) |
| GBP/USD | 1.34 | (1.3%) |
| Gold | 3909.4 | (-18.91%) |
Indices
| S&P 500 | 7631.75 | (-2.25%) |
| Canada S&P/TSX 60 | -- | (0%) |
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