Markets & investing

What moved stocks, bonds and currencies and why, central bank decisions, key economic data, and big earnings.

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What it tracks

  • Major market moves with the reasons behind them
  • Central bank decisions, guidance and key speeches
  • Inflation, jobs and growth data that moves markets
  • Earnings and guidance from the largest companies
  • A new brief every day at 8:55 PM UTC
  • 15 sources, 2 official or first-party

Latest brief

· 6 items

U.S. technology stocks rebounded ahead of midterm election results, while the dollar and Treasury yields rose alongside solid economic data.

A $115 billion chip-sector deal and Anthropic’s enormous spending plans underscored the scale of the AI investment boom.

Read the full brief

Weekly reports

  1. Week 44, 2026AI selloff briefly pushes Nasdaq 100 into correction as rate-hike risks return
  2. Week 43, 2026AI spending doubts drive a sharp tech-led market selloff

Recent briefs

  1. U.S. technology stocks rebounded ahead of midterm election results
  2. Falling oil prices lifted Treasuries and initially supported stocks
  3. Credit stress and AI spending concerns dominated markets
  4. The Nasdaq 100 briefly entered correction territory as technology earnings…
  5. A deepening technology selloff pushed the S&P 500 down 1.8% and the Nasdaq down…
  6. Disappointing technology earnings sent the Nasdaq 100 lower and revived…
  7. The Federal Reserve held rates steady despite elevated inflation
  8. U.S. stocks extended their technology-led rally
  9. U.S. stocks rose as Anthropic’s IPO news revived enthusiasm for AI
  10. The Bank of Japan warned of risks from an AI-related market shock and…
  11. Renewed doubts about the payoff from massive AI spending drove a sharp selloff…
All past briefs

Companies, people and products it covers

  • Federal ReserveOrganization
  • NasdaqOther
  • Bank of JapanOrganization
  • S&P 500Other
  • European Central BankOrganization
  • Bank of EnglandOrganization

Sources15