Monday
Across markets and geopolitics, Monday was repeatedly flagged as a key inflection point: risk sentiment weakened with futures red and stocks pressured pre‑bell amid fading Middle East breakthrough hopes, oil strength, and Treasury selloff resumption tied to Iran/Hormuz tensions 242229. Several policy and corporate actions were scheduled or occurred Monday, including US Treasury steps on tax-aware investing, a planned fuel-efficiency rule rollback, budget/deficit updates, board/IPO calendars, and labor or M&A decisions, with multiple outlets explicitly time-stamping Monday as decision day 17383731323633201328211823819351516. Traders also anchored Monday in rate expectations: by Friday, Shriya Samarth contrasted a 70% October hike chance on Monday with subsequent declines after cooler PCE and weak NFP, while others noted Monday’s fresh multi‑year highs in Treasury yields and a stock breakout earlier that Monday despite surging yields 1927.
From the window to Oct 3, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
25 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 14 mentions
- Josh Linville 4 mentions
- Vlad Novakovski 1 mention
- Ben Carlson 1 mention
- Walter Bloomberg 1 mention
- Cameron Dawson 1 mention
- Dan Nathan 1 mention
- The Kobeissi Letter 1 mention
See what your own voices say about Monday, every morning.
Start a desk