October
Discussion of October focused heavily on the Federal Reserve’s October meeting, with hot CPI and PPI initially pushing hike odds higher 12131727, but subsequent Fed communication drove expectations back toward a hold 3461016. October was also portrayed as a period of elevated market and seasonal risk, with defensive rotation, AI and technology concerns, high yields, elections and geopolitical energy risks weighing on assets 28223439.
Where the voices land
Nobody took a position this week.
Mentions
50 this weekStories it travels in
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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
- Walter Bloomberg 11 mentions
- StoneX 7 mentions
- David Lin 5 mentions
- Robin Brooks 4 mentions
- Fiona Cincotta 3 mentions
- Tracy Shuchart (𝒞𝒽𝒾 ) 3 mentions
- Jeffrey Currie ++ 2 mentions
- Johanna Botta 2 mentions
See what your own voices say about October, every morning.
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