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Chuck Mikolajczak

@chuckmik.bsky.social
697 followers 2K following 767 posts

Reuters U.S. markets correspondent/U.S. stocks team leader. seedisclaimer.com

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Chuck Mikolajczak @chuckmik.bsky.social · 02/10/2026
Aug factory orders +0.1% vs +0.1% est
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Chuck Mikolajczak @chuckmik.bsky.social · 02/10/2026
Sept nonfarm #payrolls +29k vs +90k est; unemployment rate +4.2% vs +4.1% est #NFP
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Chuck Mikolajczak @chuckmik.bsky.social · 01/10/2026
Sept ISM Mfg +54.5 vs +55.0 est; Aug construction spending +00.9% vs 0.0% est
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Chuck Mikolajczak @chuckmik.bsky.social · 01/10/2026
Initial claims +197k vs +200k est
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Chuck Mikolajczak @chuckmik.bsky.social · 30/09/2026
Q2 Final GDP +2.2% vs +1.5% est; Aug PCE M/M +0.3% vs +0.4% est, Y/Y +3.4% vs +3.7% est; Core M/M +0.2% vs +0.3% est, Y/Y +3.0% vs +3.3% est; Aug personal income 0.2% vs +0.4% est, adj consumption +0.9% vs +0.8% est; Aug adv trade balance -132.6 bln vs -115.0 bln est
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Chuck Mikolajczak @chuckmik.bsky.social · 29/09/2026
August JOLTS +7.079 mln vs +7.225 mln est; Sept consumer confidence +81.9 vs +89.2 est
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Chuck Mikolajczak @chuckmik.bsky.social · 25/09/2026
Sept final UMich sentiment +48.1 vs +47.6 est
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Chuck Mikolajczak @chuckmik.bsky.social · 25/09/2026
August durable goods 0.0% vs -0.4% est
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Chuck Mikolajczak @chuckmik.bsky.social · 24/09/2026
Initial claims +197k vs +201k est; Q2 current account -246.0 bln vs -255.0 bln
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Chuck Mikolajczak @chuckmik.bsky.social · 23/09/2026
Late on this but Sept S&P flash PMI composite 58.4 vs prior +56.0
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Chuck Mikolajczak @chuckmik.bsky.social · 17/09/2026
August pending home sales +0.3% vs -0.6% est
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Chuck Mikolajczak @chuckmik.bsky.social · 17/09/2026
Initial claims +196k vs +208k est; Sept Philly fed +37.8 vs +30.5; August housing starts +1.275 mln vs +1.309 mln est, permits +1.394 mln vs +1.410 mln est
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Chuck Mikolajczak @chuckmik.bsky.social · 17/09/2026
reuters.com
Bank of England sounds inflation alarm as it holds interest rates
By Andy Bruce and David Milliken
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Chuck Mikolajczak @chuckmik.bsky.social · 16/09/2026
reuters.com
Fed forecasts see latest hike followed by another before end of year
Federal Reserve officials expect one more interest rate increase this year after raising rates on Wednesday and expect to hold steady in 2027, quarterly projections released after their latest ​policy...
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Chuck Mikolajczak @chuckmik.bsky.social · 16/09/2026
July business inventories M/M +0.8% vs +0.3% est; Sept NAHB housing +32 vs +34 est
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Chuck Mikolajczak @chuckmik.bsky.social · 16/09/2026
August retail sales M/M +1.2% vs +0.8% est, retail control +1.4% vs +0.4% est; import prices M/M +0.7% vs +0.4% est, export prices +0.6% vs +0.5% est
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Chuck Mikolajczak @chuckmik.bsky.social · 15/09/2026
Sept Empire State Mfg +7.6 vs +15.0 est
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Chuck Mikolajczak @chuckmik.bsky.social · 11/09/2026
Sept prelim UMich sentiment +47.8 vs +51.0 est
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Chuck Mikolajczak @chuckmik.bsky.social · 11/09/2026
August CPI M/M +0.4% vs +0.4% est, Y/Y +3.4% vs +3.4% est; Core M/M +0.3% vs +0.2% est, Y/Y +2.4% vs +2.4% est
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Chuck Mikolajczak @chuckmik.bsky.social · 10/09/2026
August existing home sales +3.98 mln vs +3.98 mln est: July wholesale inventories +1.3% vs +1.3% est
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Chuck Mikolajczak @chuckmik.bsky.social · 10/09/2026
reuters.com
Live: ECB hikes interest rates as $100 oil revives inflation fears
The European Central Bank raised interest rates for the second time this year in a widely flagged move, hoping to tame an inflation rise driven entirely by higher energy costs from the Iran war.
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Chuck Mikolajczak @chuckmik.bsky.social · 10/09/2026
reuters.com
Brent holds above $100 as tanker attacks dampen hopes for Hormuz traffic recovery
Oil prices rose around 1% on Thursday, extending gains that took ‌Brent over $100 a barrel in the previous session, as traders braced for further supply disruptions after Iran and the U.S. launched th...
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Chuck Mikolajczak @chuckmik.bsky.social · 10/09/2026
Initial claims +206k vs +205k est; August PPI M/M +0.4% vs +0.4% est, Y/Y +5.4% vs +5.3%
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Chuck Mikolajczak @chuckmik.bsky.social · 09/09/2026
reuters.com
Brent oil tops $100 as Middle East conflict intensifies, stoking supply fears
Brent, a global oil benchmark, has risen by a quarter since early last month as hopes fade for a permanent resolution to the U.S.-Iran conflict.
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Chuck Mikolajczak @chuckmik.bsky.social · 08/09/2026
Crude up ~2%
reuters.com
Iran-backed Houthis attack four Saudi cities in expansion of Middle East war, 73 hurt
Yemen's Tehran-backed Houthis attacked four cities in the south of U.S. ally Saudi Arabia, wounding more than 70 people and setting oil installations ablaze in what appeared to be a major expansion ​o...
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Chuck Mikolajczak @chuckmik.bsky.social · 03/09/2026
August ISM Svcs +55.4 vs +54.2 est
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Chuck Mikolajczak @chuckmik.bsky.social · 03/09/2026
S&P final Svcs PMI +56.5 vs prior +56.8
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Chuck Mikolajczak @chuckmik.bsky.social · 03/09/2026
youtube.com
LIVE: Reuters NEXT Newsmaker featuring Fed Governor Christopher Waller
YouTube video by Reuters
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Chuck Mikolajczak @chuckmik.bsky.social · 03/09/2026
Initial claims +206k vs +205k est; Q2 productivity revised +1.4% vs +1.4% est, unit labor costs +1.2% vs +1.3% est
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Chuck Mikolajczak @chuckmik.bsky.social · 02/09/2026
July factory orders +0.9%% vs +0.6% est
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Chuck Mikolajczak @chuckmik.bsky.social · 02/09/2026
August ADP employment +38k vs +48k est
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Chuck Mikolajczak @chuckmik.bsky.social · 01/09/2026
A bit late on this but... July JOLTS +7.271 mln vs +7.300 mln est; Aug ISM Mfg +54.6 vs +55.2 est; July construction spending -0.5% vs 0.0% est
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Chuck Mikolajczak @chuckmik.bsky.social · 31/08/2026
$AON -1.8% premarket
reuters.com
Aon strikes $17 billion deal for rival USI Insurance Services
Aon said on Monday it will buy rival USI Insurance Services in a $17 billion deal from private equity firm KKR , in one of the biggest insurance deals ​in recent years.
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Chuck Mikolajczak @chuckmik.bsky.social · 31/08/2026
$SLB +1.1% premarket
reuters.com
SLB to expand data center business with $3.4 billion deal for Kelvion
SLB on Monday said ​it will acquire cooling ‌equipment maker Kelvion from Apollo Global for $3.4 billion in ​cash, expanding its data ​center business as rapid AI ⁠adoption drives demand for ​power an...
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Chuck Mikolajczak @chuckmik.bsky.social · 31/08/2026
reuters.com
US and Iran exchange military attacks for the first time in weeks- as it happened
Iran was responding to a U.S. attack on rocket launchers on its island of Larak. The UAE's defense ministry dismissed reports of its Al Minhad air base being attacked.
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Chuck Mikolajczak @chuckmik.bsky.social · 31/08/2026
reuters.com
Oil rises over 3% as US, Iran resumes military attacks
Oil prices rose more than 3.5% ‌on Monday after the U.S. attacked an Iranian island in the Strait of Hormuz and Tehran said it had retaliated, as their conflict extended into its sixth month.
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Chuck Mikolajczak @chuckmik.bsky.social · 28/08/2026
$PYPL -14.6% premarket
reuters.com
PayPal shares tumble on report Advent-Stripe consortium drops buyout bid
PayPal shares slumped 13% in premarket trading on Friday, after Bloomberg News reported that ​a consortium of buyout firm Advent International and payment processor Stripe had ‌abandoned its pursuit o...
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Chuck Mikolajczak @chuckmik.bsky.social · 28/08/2026
$MRVL -8.2% premarket
reuters.com
Marvell shares slide as concerns over timing of Google AI deal revenue eclipse strong results
Marvell ​Technology's shares fell 8% to $223.1 in premarket trading on Friday as concerns ‌about the potential upside from its AI chip deal with Google overshadowed better-than-expected results from t...
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Chuck Mikolajczak @chuckmik.bsky.social · 28/08/2026
$GAP +16.9% premarket
reuters.com
Gap taps industry veteran to revive struggling Old Navy brand, shares jump
Gap named industry veteran Michael Francis as Old Navy's new CEO on Thursday to reinvigorate the struggling brand, while improved pricing led to a ​quarterly profit beat and a strong forecast for the ...
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Chuck Mikolajczak @chuckmik.bsky.social · 28/08/2026
reuters.com
Will Warsh's Jackson Hole speech be a course correction or detour?
Federal Reserve Chairman Kevin Warsh will address an audience of international economists and central bankers, with investors globally watching for him to offer more details about the economy, recent ...
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Chuck Mikolajczak @chuckmik.bsky.social · 28/08/2026
reuters.com
Iran war mediators focus on reopening Strait of Hormuz
Tehran agreed to draw up a list ‌of conditions to restore normal traffic.
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Chuck Mikolajczak @chuckmik.bsky.social · 27/08/2026
Initial claims +203k vs +208k est; July trade balance -118.8 bln vs -100.5 bln; adv wholesale inventories +1.3% vs prior revised +0.3%
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Chuck Mikolajczak @chuckmik.bsky.social · 27/08/2026
$WEN -14.7% premarket
reuters.com
EXCLUSIVE: Trian has no plans to make bid for Wendy's right now, sources say
Nelson Peltz's Trian Fund Management has no plans to make ‌a take-private bid for Wendy's at this time, sources familiar with the matter told Reuters.
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Chuck Mikolajczak @chuckmik.bsky.social · 27/08/2026
$DG +7.5% premarket
reuters.com
Dollar General raises annual comparable sales forecast on steady demand, shares jump
Discount retailer Dollar General raised ​its annual comparable sales ‌forecast on Thursday, betting on its lower-priced essentials to attract ​value-seeking shoppers amid macroeconomic ​uncertainty, s...
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Chuck Mikolajczak @chuckmik.bsky.social · 27/08/2026
$HP -10.8% premarket
reuters.com
HP's PC shipments drop overshadows strong revenue growth, shares slide
HP said on Wednesday its PC ‌unit shipments and margins declined in the third quarter as price increases to offset rising memory chip costs proved to be insufficient, sending its shares down 9% in ext...
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Chuck Mikolajczak @chuckmik.bsky.social · 27/08/2026
$CRM +10.1% premarket
reuters.com
Salesforce raises annual forecasts, expands AI partnership with Anthropic
Salesforce lifted its annual revenue and profit forecasts on Wednesday and rolled out ​a new plug-in combining its capabilities with Anthropic's Claude AI models, ‌sending its shares up 14% in extende...
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Chuck Mikolajczak @chuckmik.bsky.social · 27/08/2026
$NVDA +6.5% premarket
reuters.com
Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run
The outlook is likely to reassure investors who have questioned how long the AI spending surge can last after years of explosive growth.
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Chuck Mikolajczak @chuckmik.bsky.social · 26/08/2026
July personal income +0.4% vs +0.2% est, spending adj +0.2% vs +0.1% est; PCE M/M +0.2% vs +0.1% est, Y/Y +3.7% vs +3.6% est, Core M/M +0.2% vs +0.2% est, Y/Y +3.3% vs +3.3% est; Q2 GDP 2nd est +1.5% vs +1.5% est; July durable goods +1.1% vs +0.5% est
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Chuck Mikolajczak @chuckmik.bsky.social · 26/08/2026
reuters.com
Mark Zuckerberg had a bold plan to replace Meta staff with AI. Here’s how it imploded.
To make its workforce “AI native,” Meta explored slashing the size of many teams across the company by as much as 60% in two waves, internal documents show. Staff revolted - and hours before a big lay...
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Chuck Mikolajczak @chuckmik.bsky.social · 25/08/2026
Aug consumer confidence +89.4 vs +90.2 est: july new home sales +0.607 mln vs +0.620 mln est; Aug Richmond Fed Composite +4 vs prior +5
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