Shows / FactSet Evening Market Recap
FactSet Evening Market Recap
StreetAccount U.S. Evening Market Recap is FactSet's daily podcast aiming to capture the most material market moving news. With a target time of ~5 minutes, this is an ideal listen for those looking to stay connected to the most important themes driving the U.S. economy & corporations.
Episodes
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 12-Aug
US equities were mostly higher in Wednesday trading, though ended a bit off best levels. Upside tabbed to a couple factors, including in line July CPI that…
- FactSet Evening Market Recap
Evening Market Recap - Tuesday, 11-Aug
US equities were mostly lower in Tuesday trading. It was another very quiet session without much of a narrative. This is likely a function of the waiting game…
- FactSet Evening Market Recap
Evening Market Recap - Monday, 10-Aug
US equities were lower in Monday trading, though the downside was fairly limited. It was a very quiet Monday session with few updates around the biggest market…
- FactSet Evening Market Recap
Weekly Market Recap - Friday, 7-Aug
Major US indices were higher this week, with the S&P and Nasdaq both seeing their strongest weeks since April and the S&P ending at a fresh all-time high…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 6-Aug
US equities were lower in Tuesday trading, though the downside was limited and indices remain on pace for solid weekly gains. Q2 results still very strong…
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 5-Jul
US equities were mixed in Wednesday trading. It was another heavy earnings day with more than 75% of S&P 500 having now reported. There were mixed takeaways…
- FactSet Evening Market Recap
Evening Market Recap - Tuesday, 4-Aug
US equities finished higher in Tuesday trading, ending just off best levels. Geopolitics a focus today after morning's comments from Treasury Secretary Bessent…
- FactSet Evening Market Recap
Evening Market Recap - Monday, 3-Aug
US equities finished higher in Monday trading, ending near session highs. It was a risk on session to start the month of August with multiple tailwinds in…
- FactSet Evening Market Recap
Weekly Market Recap - Friday, 31-Jul
US equities were modestly higher this week, with the S&P 500 and Nasdaq both up for a second-straight week. Semis, memory, and AI infrastructure names sold off…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 30-Jul
US equities were higher in Thursday trading. The momentum trade bounce was the big story. It played into recent talks around the unwind trade being largely…
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 29-Jul
Stocks were lower in very choppy post-FOMC trading, with a lot of Fed-related moving pieces. Chair Warsh's press conference offered very few takeaways, though…
- FactSet Evening Market Recap
Evening Market Recap - Tuesday, 28-Jul
US equities were mostly higher in Tuesday trading, not far from best levels. Breadth solidly positive, equal-weight S&P led the cap-weighted index by ~90 bp…
- FactSet Evening Market Recap
Evening Market Recap - Monday, 27-Jul
US equities were mostly higher in Monday trading. Today’s risk sentiment was bolstered by a pause in kinetic hostilities in the Middle East. In macro news…
- FactSet Evening Market Recap
Weekly Market Recap - Friday, 24-Jul
Major U.S. equity indices declined this week, extending last week's pullback. Markets spent the week balancing strong AI enthusiasm against rising geopolitical…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 23-Jul
US equities finished down in Thursday trading, ending a bit above session lows. Big tech was broadly lower with GOOGL and TSLA the notable Mag 7 decliners on…
- FactSet Evening Market Recap
Evening Market recap, Tuesday 22-Jul
US equities finished mostly lower in Wednesday trading, though S&P gainers/decliners were fairly evenly split. Overall, momentum extended Tuesday's bounce.
- FactSet Evening Market Recap
Evening Market Recap - Tuesday, 21-Jul
US equities finished higher in Tuesday trading, ending not far from best levels. Momentum bounce was the big story today, though with no particular catalyst at…
- FactSet Evening Market Recap
Evening Market Recap - Monday, 20-Jul
US equities finished lower in Monday trading, ending near worst levels. It was a fairly quiet session, but the narrative was still dominated by familiar…
- FactSet Evening Market Recap
Weekly Market Recap - Friday, 17-Jul
US equities were lower this week as the S&P 500 and Nasdaq broke back-to-back weekly gains, while the small cap R2K was down for a third-straight week. Iran…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 16-Jul
US equities finished lower in Thursday trading, near session lows. Thursday saw another rotation out of momentum and into select cyclicals and more defensive…
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 15-Jul
US equities were higher in Wednesday trading. Breadth was positive, though the equal-weight (RSP) trailed the cap-weighted index by over 50 bp. Momentum was…
- FactSet Evening Market Recap
Evening Market Recap, Tuesday 14-Jul
US equities were mostly higher in Tuesday trading. The rate rally on a cooler June CPI was a positive for risk sentiment, offering some pushback against the…
- FactSet Evening Market Recap
Evening Market Recap, Monday 13-Jul
US equities were lower in Monday trading as stocks ended a bit off their worst levels. Another big momentum selloff was the focus of the day, following a weak…
- FactSet Evening Market Recap
Weekly Market Recap - Friday, 10-Jul
Major US indices were mixed this week, with the S&P and Nasdaq both rising for the fourth time in the past five weeks. The week saw some stabilization in the…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 9-Jul
US equities were higher in Thursday trading, with the S&P 500 and Nasdaq now on pace for weekly gains. Momentum was again the big driver in a continuation of…
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 8-Jul
US equities were mostly lower in Wednesday trading, though near the session highs. Geopolitics drove some of the broad risk-off today; oil and Treasury yields…
- FactSet Evening Market Recap
Evening Market Recap, Tuesday 7-Jul
US equities were lower in Tuesday trading, though off their worst levels. The momentum trade names led the market to the downside, with notable weakness in…
- FactSet Evening Market Recap
Evening Market Recap - Monday, 6-Jul
US equities finished higher in Monday trading, ending a bit off best levels. Momentum rebound was the big story today with no specific catalyst, but some…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 2-Jul
US equities finished mixed in Thursday trading. However, equal-weight S&P outperformed the cap-weighted index by ~70 bp and RSP set a fresh ATH. Momentum…
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 1-Jul
US equities finished lower in Wednesday trading, off midday highs, though breadth was positive and the equal-weight S&P ended higher. There were several moving…
- FactSet Evening Market Recap
Evening Market Recap, Tuesday 30-Jun
US equities were higher in Tuesday trading, just off their best levels. The momentum trade again took the lead in a session without many notable drivers. There…
- FactSet Evening Market Recap
Evening Market Recap - Monday, 29-Jun
US equities finished mostly higher in Monday trading, ending near best levels. There were several big gainers in the big-tech space, though no specific…
- FactSet Evening Market Recap
Weekly Market Recap - Friday, 26-Jun
Markets were mixed this week with AI remaining the dominant theme as the Iran war continued to take a backseat. Early-week softness in semis and memory was…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 25-Jun
Major averages were overall little changed, but there was a lot of movement beneath the surface. The momentum trade bounce driven by renewed support for the AI…
- FactSet Evening Market Recap
Evening Market Recap, Wednesday 24-Jun
US equities were mixed in Wednesday trading as stocks struggled for direction after the Tuesday selloff. Today's big rate rally and ongoing oil selloff did not…
- FactSet Evening Market Recap
Evening Market Recap, Tuesday 23-Jun
US equities were lower in Tuesday trading, a bit off worst levels. Momentum memory semis under outsized pressure. Big Tech mostly lower.
- FactSet Evening Market Recap
Evening Market Recap - Monday, 22-Jun
US equities were mixed in Monday trading with stocks hovering near worst levels. Big tech underperformance was the big story in Monday trading with Google and…
- FactSet Evening Market Recap
Weekly Market Recap - Thursday, 18-Jun
US equities were higher this week with the Dow and Russell 2000 hitting fresh record highs, while the S&P 500 ended up for its 11th week out of the past 12…
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 17-Jun
US equities were lower in Wednesday trading following a hawkish FOMC. The market is now pricing in a 25bp rate hike by September. It was quiet outside of the…
- FactSet Evening Market Recap
Evening Market Recap - Tuesday, 16-Jun
US equities were mostly lower in Tuesday trading. Market took a bit of a breather after a three-day run higher that saw SOX run up by nearly 16%. ADP weekly…
- FactSet Evening Market Recap
Weekly Market Recap - Friday, 12-Jun
Major US equity indices were higher this week following last week's lower performance. The Market was encouraged by reports that the US and Iran are nearing a…
- FactSet Evening Market Recap
Evening Market Recap - Thursday, 11-Jun
Stocks were up, oil was down, yields were down, and the VIX was down after Trump said tonight's bombing of Iran was cancelled and that Tehran had approved a…
- FactSet Evening Market Recap
Evening Market Recap - Wednesday, 10-Jun
US equities were lower in Wednesday trading. Stocks saw another day of rotation out of tech, where semis and memory names again headed lower. Overbought…