neilksethi.bsky.social @neilksethi.bsky.social · 9hStocks Slip From Records But Pare Losses After Strong 10-Year Auction Long-end yields again hit multi-decade highs before a historically strong 10-year auction pulled them back, and large-caps pared losses. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 05/10/2026The Week Ahead – Do We Finally Get the Broadening? Yields remain in the driver’s seat, with bond shorts at extremes and a light week on the calendar. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 03/10/2026Bad News Was Good News Friday — for Stocks, Not Bonds Payrolls missed every estimate, raising bets for an October FOMC hold, and the Nasdaq-100 powered to a record high. But Treasury yields reversed an early drop. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 02/10/2026Deep dive into the Employment Situation report: September Payrolls Miss Every Estimate, Wage Growth Slowest Since 2021 Payrolls rose just 29,000 with 60,000 in downward revisions, but household employment jumped 406,000 and the labor force 485,000. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 02/10/2026Retreating Yields Lift Stocks and Broaden Market Gains Treasury yields reversed from two-decade highs, helping stocks recover morning losses as gains broaden beyond Tech, but higher oil prices remained a headwind. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 01/10/2026Cool Inflation Print Overshadowed by Rising Yields as Stocks Stumble Into Quarter-End A cooler-than-expected core PCE lifted stocks early, but a rebound in yields and a sharp final-hour selloff left the Nasdaq as the lone gainer on the day and month. pro.thestreet.com/market-comme... 001
neilksethi.bsky.social @neilksethi.bsky.social · 25/09/2026Another Day of S&P 500 Losses Saved By Iran Deal Headline Rumors of a potential deal to open the Strait of Hormuz lifted stocks out of the red, but another rise in yields and oil prices kept them from making any further gains. pro.thestreet.com/market-comme... 010
neilksethi.bsky.social @neilksethi.bsky.social · 21/09/2026Tech Leads Equity Markets Higher Continued gains in AI beneficiaries lead a broader rally Monday morning. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 21/09/2026The Week Ahead – Can Tech Lead the Market Higher? The Fed is out of the way, growth has been upgraded, and positioning and sentiment have reset as investors reembrace the Tech trade pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 19/09/2026Tech Leads In A Narrow Market Tech stocks did the heavy lifting again Friday as 8 of 11 sectors fell with rising yields and the first factory-output drop of the year keeping the rest of the market on its heels pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 18/09/2026Tech Leads a Subdued Open on ‘Triple Witching’ Friday U.S equities are mixed Friday morning with Tech names providing some boost while other names lagged as bond yields rebounded. pro.thestreet.com/uncategorize... 000
neilksethi.bsky.social @neilksethi.bsky.social · 18/09/2026Tech-Led Rally Lifts S&P 500 To Best Day Since Early August Stocks and bonds rallied together Thursday after having fallen in unison the day before following a hawkish Fed decision, helped by oil prices easing back for a second day. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 17/09/2026Markets Change Tack After Sleeping on it Equities are starting the Thursday session with a strong tech-led rally aided by investors scooping up Treasuries. pro.thestreet.com/market-comme...pro.thestreet.comMarkets Change Tack After Sleeping on itEquities are starting the Thursday session with a strong tech-led rally aided by investors scooping up treasuries. 000
neilksethi.bsky.social @neilksethi.bsky.social · 17/09/2026A Hawkish Fed Does Little To Soothe Markets The S&P 500 falls for the 7th time in 8 sessions straining against key downside levels as a more hawkish than expected Fed does little to soften expectations for higher volatility in stock and bond markets. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 16/09/2026Stocks See Modest Gains Ahead of the Fed A very strong retail sales report along with easing bond yields and oil prices are giving a modest lift to stocks as they await a pivotal FOMC decision. pro.thestreet.com/uncategorize... 000
neilksethi.bsky.social @neilksethi.bsky.social · 16/09/2026A Thin Margin For Error Ahead of the FOMC Equities fall for the 6th time in 7 sessions bringing key downside levels closer as breadth deteriorates, oil approaches 4-year highs and long-term yields hit the highest in nearly two decades. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 15/09/2026Equities Remain Under Pressure As 10-Year Yield Hits 19-Year High A bounce in AI names is helping offset pressure from a continued rise in bond yields and oil prices. pro.thestreet.com/market-comme...pro.thestreet.comEquities Remain Under Pressure As 10-Year Yield Hits 19-Year HighA bounce in AI names is helping offset pressure from a continued rise in bond yields and oil prices. 000
neilksethi.bsky.social @neilksethi.bsky.social · 15/09/2026US Equity Markets Bend But Don’t Break A toxic mix of a potential slowing in AI spending, rising oil prices, and increased Fed rate hike bets see markets fall, but they end well off the lows. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 14/09/2026Equity Slide Resumes, Pressured by AI Concerns and Oil Prices pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 13/09/2026The Week Ahead – A “Fragile” Market Confronts Its First FOMC Hike In Three Years Equities enter the week with a thinning margin for error and a growing list of risks but not without opportunities. pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 10/09/2026Oil and Yields Squeeze Stocks for a Third Straight Day pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 09/09/2026The Post-Earnings ‘Lull’ Continues pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 08/09/2026The Week Ahead: A Lighter Week But CPI Looms pro.thestreet.com/market-comme... 000
neilksethi.bsky.social @neilksethi.bsky.social · 30/08/2026The Week Ahead - 8/30/26 - Unlocked Preview A look at the upcoming week for the US economy and equities covering key drivers including earnings, positioning, breadth, valuations, sentiment, seasonality, and the Fed. Moving to TheStreet Pro Labor Day weekend. neilsethi.substack.com/p/the-week-a... 000
neilksethi.bsky.social @neilksethi.bsky.social · 28/08/2026Markets Update - 8/28/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up...neilsethi.substack.comMarkets Update - 8/28/26A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. 000
neilksethi.bsky.social @neilksethi.bsky.social · 28/08/2026As We Approach The Open... 8/28/26 Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates neilsethi.substack.com/p/as-we-appr... 000
neilksethi.bsky.social @neilksethi.bsky.social · 27/08/2026Markets Update - 8/27/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up...neilsethi.substack.comMarkets Update - 8/27/26A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. 000
neilksethi.bsky.social @neilksethi.bsky.social · 27/08/2026Weekly Unemployment Claims - 8/27/26 Initial and continuing claims edge lower, both remaining very low historically. Continuing claims biggest y/y drop since Dec '22. neilsethi.substack.com/p/weekly-une... 000
neilksethi.bsky.social @neilksethi.bsky.social · 26/08/2026Markets Update - 8/26/26 - No paywall A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up... 000
neilksethi.bsky.social @neilksethi.bsky.social · 26/08/2026Personal Income and Spending with PCE Prices - July 2026 - No paywall PCE prices ease back slightly from hottest y/y since 2023. Incomes come in double expectations; spending as expected but inflation-adj'd sees no growth from June. Savings rate ticks up. neilsethi.substack.com/p/personal-i... 001
neilksethi.bsky.social @neilksethi.bsky.social · 25/08/2026Markets Update - 8/25/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up... 000
neilksethi.bsky.social @neilksethi.bsky.social · 25/08/2026New Home Sales - July 2026 New home contract signings drop the most since weather-impacted Jan to second-lowest rate since Nov ‘23 boosting supply at current sales pace to the highest since Jan, before that May ‘25. neilsethi.substack.com/p/new-home-s... 000
neilksethi.bsky.social @neilksethi.bsky.social · 25/08/2026As We Approach The Open... 8/25/26 Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates neilsethi.substack.com/p/as-we-appr...neilsethi.substack.comAs We Approach The Open... 8/25/26Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates 000
neilksethi.bsky.social @neilksethi.bsky.social · 24/08/2026Markets Update - 8/24/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up... 000
neilksethi.bsky.social @neilksethi.bsky.social · 24/08/2026Chicago Fed National Activity Index - July 2026 The July CFNAI (a good GDP proxy) eases to just under trend growth with the diffusion index (breadth of indicators) just off the strongest since 2022. neilsethi.substack.com/p/chicago-fe...neilsethi.substack.comChicago Fed National Activity Index - July 2026The July CFNAI (a good GDP proxy) eases to just under trend growth with the diffusion index (breadth of indicators) just off the strongest since 2022. 000
neilksethi.bsky.social @neilksethi.bsky.social · 24/08/2026As We Approach The Open... 8/24/26 Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates neilsethi.substack.com/p/as-we-appr... 000
neilksethi.bsky.social @neilksethi.bsky.social · 23/08/2026The Week Ahead - 8/23/26 A look at the upcoming week for the US economy and equities — covering key drivers including earnings, positioning, breadth, valuations, sentiment, seasonality, and the Fed. neilsethi.substack.com/p/the-week-a... 000
neilksethi.bsky.social @neilksethi.bsky.social · 21/08/2026Markets Update - 8/21/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for next week. neilsethi.substack.com/p/markets-up... 000
neilksethi.bsky.social @neilksethi.bsky.social · 21/08/2026US S&P Flash PMI - August 2026 Flash PMIs sees composite jump to 52-mth high (Apr ‘22) driven by services for 2nd month (20-mth high) as manufacturing eases from elevated levels. Employment 2nd best in 4 yrs as prices moderate optimism improves.. neilsethi.substack.com/p/us-s-and-p... 000
neilksethi.bsky.social @neilksethi.bsky.social · 21/08/2026As We Approach The Open... 8/21/26 Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates neilsethi.substack.com/p/as-we-appr... 000
neilksethi.bsky.social @neilksethi.bsky.social · 20/08/2026Markets Update - 8/20/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up... 010
neilksethi.bsky.social @neilksethi.bsky.social · 19/08/2026Markets Update - 8/19/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up... 000
neilksethi.bsky.social @neilksethi.bsky.social · 19/08/2026FOMC Minutes - From July 2026 meeting Fed minutes show the Fed moving more hawkish in July with no talk of potential rate cuts and “many” seeing policy tightening as appropriate if inflation does not decline. neilsethi.substack.com/p/fomc-minut... 000
neilksethi.bsky.social @neilksethi.bsky.social · 19/08/2026As We Approach The Open... 8/19/26 Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates neilsethi.substack.com/p/as-we-appr... 000
neilksethi.bsky.social @neilksethi.bsky.social · 19/08/2026Industrial Production - July 2026 Industrial production advances slightly below expectations but now highest since Jan 2019 on rising AI, crude, and utility production offset somewhat by weaker consumer goods led by autos neilsethi.substack.com/p/industrial...neilsethi.substack.comIndustrial Production - July 2026Industrial production advances slightly below expectations but now highest since Jan 2019 on rising AI, crude, and utility production offset somewhat by weaker consumer goods led by autos. 000
neilksethi.bsky.social @neilksethi.bsky.social · 18/08/2026Markets Update - 8/18/26 A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow. neilsethi.substack.com/p/markets-up... 010
neilksethi.bsky.social @neilksethi.bsky.social · 18/08/2026Pending Home Sales - July 2026 Existing home contract signings fall to second lowest pace on record in July as mortgage rates climb to 1-year high. neilsethi.substack.com/p/pending-ho...neilsethi.substack.comPending Home Sales - July 2026Existing home contract signings fall to second lowest pace on record in July as mortgage rates climb to 1-year high. 000
neilksethi.bsky.social @neilksethi.bsky.social · 18/08/2026Housing Starts & Permits - July 2026 Housing starts fall back towards post-Covid lows, but permits rise to best since February. Completions drop to least since 2020 and units under construction near those levels. neilsethi.substack.com/p/housing-st...neilsethi.substack.comHousing Starts & Permits - July 2026Housing starts fall back towards post-Covid lows, but permits rise to best since February. Completions drop to least since 2020 and units under construction near those levels. 000
neilksethi.bsky.social @neilksethi.bsky.social · 18/08/2026As We Approach The Open... 8/18/26 Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates neilsethi.substack.com/p/as-we-appr... 000
