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2026.10.26–10.30 | MSX Market Outlook

The week of October 26–30 brings one of the quarter’s biggest market tests: the Fed decision on Wednesday, GDP and PCE on Thursday, plus major earnings from MSFT, GOOGL and AMZN. CLS, STX, SK hyni…

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2026.10.19–10.23 | MSX Market Outlook

The week of October 19–23 brings a major wave of tech earnings: SPCX on Tuesday, TSLA, META and LRCX on Wednesday, and WDC on Thursday. NVIDIA GTC Berlin, U.S. housing data and Friday’s PMI and co…

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2026.10.12–10.16 | MSX Market Outlook

The week of October 12–16 has two clear market themes: CPI on Wednesday, PPI + retail sales on Thursday, alongside earnings from JPM, UNH, JNJ, ASML and TSM. The OCP Global Summit and IMF/World Bank…

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2026.10.05–10.09 | MSX Market Outlook

The week of October 5–9 is less about earnings and more about rates, AI infrastructure and Treasury demand.

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2026.09.28–10.02| MSX Market Outlook

Heading into the final week of Q3, the market focus is clear: PCE on Wednesday, payrolls on Friday, plus MU.M earnings. The Fed raised rates by 25bp in September, while futures now price in more than …

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2026.09.21–09.25 | MSX Market Outlook

Entering the fourth week of September, the key question is whether tech stocks can keep rising after the Fed’s rate hike. The Fed raised rates by 25bp last week to 3.75%–4.00%, while the 10Y Treas…

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2026.09.14–09.18 | MSX Market Outlook

Entering the third week of September, the market focus shifts from whether the Fed will hike to whether one hike could turn into several. August PPI rose 0.4% MoM and 5.4% YoY, while CPI rose 0.4% MoM…

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2026.09.07–09.11 | MSX Market Outlook

Entering the second week of September, the key question is simple: after stronger jobs data, will inflation allow the Fed to hike? The market now turns to Thursday’s PPI and Friday’s CPI, which wi…

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2026.08.31–09.04 | MSX Market Outlook

As September begins, the market focus shifts from the Jackson Hole rate repricing to whether employment remains strong enough to justify another rate hike. JOLTS, ADP, ISM employment components and Fr…

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2026.08.24–08.28 | MSX Market Outlook

As the final full trading week of August begins, the market debate has shifted from “Is AI demand still strong?” to “Can AI earnings keep delivering, and can valuations withstand higher rates?…

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2026.08.17–08.21 | MSX Market Outlook

As the third week of August begins, the market focus shifts from “Is inflation cooling?” to “Can growth hold up?” July CPI eased from 3.5% to 3.4% year over year, while core CPI fell to 2.5%. …

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2026.08.10–08.14 | MSX Market Outlook

As the second week of August begins, the market focus shifts from “Is employment strong enough?” back to “Is inflation actually cooling?” July nonfarm payrolls unexpectedly fell by 23,000 last…

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