FactSet Evening Market Recap podcast

Weekly Market Recap - Friday, 23-Oct

10/23/2026

FactSet Evening Market Recap

0:00

5:13

US equities were mixed this week following last week's mostly lower performance. AI trade remained the biggest market story, with an early-week rebound giving way to a sharp Thursday selloff as funding and capex concerns remained the key overhang. Q3 earnings were broadly supportive of the macro backdrop despite continued pockets of cost pressure.

More episodes from "FactSet Evening Market Recap"

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Weekly Market Recap - Friday, 23-Oct
10/23/2026
5:13
US equities were mixed this week following last week's mostly lower performance. AI trade remained the biggest market story, with an early-week rebound giving way to a sharp Thursday selloff as funding and capex concerns remained the key overhang. Q3 earnings were broadly supportive of the macro backdrop despite continued pockets of cost pressure.
Evening Market Recap - Thursday, 22-Oct
10/22/2026
5:43
US equities were lower in Thursday trading, ending not far from their worst levels. The S&P and Nasdaq are now lower week-to-date. However, breadth was positive and the equal-weight S&P was ~190 bp better than the cap-weighted index.
Evening Market Recap - Wednesday, 21-Oct
10/21/2026
5:07
US equities were higher in Wednesday trading, ending not far from their best levels. The AI trade was the leader with semis/memory higher. Earnings takeaways were mixed with the usual moving pieces and nothing particularly incremental for the market narrative.
Evening Market Recap - Tuesday, 20-Oct
10/20/2026
4:25
US equities were mostly higher in Tuesday trading. Small cap R2K and equal-weight S&P the notable gainers. Some stabilization in the AI trade following earlier pullback partly chalked up to poor debut of Korean neocloud provider Elice, which fell more than 30%.
Evening Market Recap - Monday, 19-Oct
10/19/2026
4:51
US equities were mostly higher in Monday trading, though stocks ended off best levels. AI trade bounce was the big story today, largely chalked up to oversold conditions and cleaner positioning. It’s a fairly quiet week ahead on the macro calendar ahead, particularly with the Fedspeak blackout period ahead of the October 28th FOMC announcement.
Weekly Market Recap - Friday, 16-Oct
10/16/2026
6:39
US equities were mostly lower this week. The AI selloff was the big story of the week. Data this week continued to show hotter than expected inflation.
Evening Market Recap - Thursday, 15-Oct
10/15/2026
5:59
US equities closed higher in Thursday trading, ending near best levels. Rotation was again the major theme today, with a big Treasury rally today in a safe-haven trade. In macro news, September headline retail sales came in at 0.8%, above consensus, with control group sales of 0.15%.
Evening Market Recap - Wednesday, 14-Oct
10/14/2026
6:00
US equities were lower in Wednesday trading, ending just a bit off worst levels. September core CPI was hotter than expected on both a m/m and a y/y basis. Core services, supercore (ex- energy and housing) were both higher, with supercore at its hottest since January.

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