Forecast Traders Expect A Miss In September Payrolls, Price In Continued Shutdown Risk
The government shutdown will prevent the release of tomorrow’s nonfarm payrolls report, but our prediction market points to a modest miss when the figure is eventually released.
Final August Durable Goods Orders
Even though the government shutdown has crippled most reporting, the Census Bureau did update the durable goods report for August today, and it does reveal an essential bifurcation in the state of the economy.
Macro Briefing - Thursday, Oct. 2
U.S. third-quarter economic growth is expected to remain strong, according to Thursday’s update of the Atlanta Fed’s GDPNow model.
Natural Gas Surges, Oil Breaks Down
Technical analysis and major forecast of both natural gas and crude oil.
GBP/USD Sinks As U.S. Shutdown Sparks Risk Aversion, U.S. Dollar Strengthens
GBP/USD drops as traders turn risk-averse as government shutdown delays key U.S. data.
Tesla Shares In Green After Beating Q3 Delivery Estimates
Tesla Inc. shares traded in green on Thursday after the company reported third-quarter 2025 vehicle deliveries of 497,099, surpassing Wall Street estimates and posting year-over-year growth...
Intuitive Machines Stock Gains On KinetX Acquisition
Intuitive Machines stock rose after acquiring KinetX, a NASA-certified deep space navigation firm, strengthening its space strategy.
This Is The Most Important Trend In The Markets Right Now
Large pools of capital, as in tens if not billions of dollars, are moving away from paper assets to hard assets.
Tether: Why The No. 1 Stablecoin Invests In Physical Gold
The world's largest private holder of physical gold is Tether, with 80 tons worth approximately $8 billion.
This Rising Wedge Spells Trouble, Big Trouble
The universally hated and beaten down U.S. dollar refuses to fall further despite all that it’s thrown at it. This is exactly the kind of behavior that we see at major bottoms.
S&P 500, Nasdaq Muted After Earlier Records
The Dow Jones Industrial Average is down triple digits midday, while the Nasdaq Composite Index and S&P 500 Index sit on either side of breakeven after earlier notching fresh record highs.
A Note On Initial Jobless Claims
It’s Thursday, which typically means it’s time for the weekly initial and continuing jobless claims update. As we all know, the Federal government has shut down, because there is no budget for this fiscal year that began yesterday.
Gold Still Underowned Despite Surge In Investment Demand
Asian investors tend to favor physical metal. Bar and coin demand was up by 11 percent in H1, rising to 582 tonnes, with Chinese and Indian investors leading the way.
Total Return Forecasts: Major Asset Classes - Thursday, Oct. 2
The Global Market Index is expected to earn a 7%-plus annualized total return in today’s update for the long-run outlook, based on data through September.
Monitoring Bulgaria: Building Momentum Ahead Of The Euro Era
Bulgaria’s economy gained momentum in 2025, led by consumption and investment, despite weak exports and an industrial drag. The country's euro adoption on 1 January 2026 is set to unlock new growth potential...
Korea Was The Best Performer In Asia In 9M25
Asian markets were up in 9M2025, except for Malaysia, Thailand,the Philippines, and Indonesia in local currencies
Tesla Sells Record Cars In Q3, As EV Credits Set To Expire Under Trump Admin
Tesla hit record Q3 deliveries, exceeding analyst forecasts with demand boosted by ending federal tax credits.
Thermo Fisher Scientific: Partnerships And Momentum Paint A Nuanced Outlook
Thermo Fisher Scientific's recent partnerships and technical momentum suggest strong market positioning, though caution is warranted due to average fundamentals and increased debt leverage.
Gold Stalls Below Record Highs As US Dollar Steadies
Gold (XAU/USD) trades with a negative bias on Thursday, trimming recent gains after posting a fresh all-time high near $3,895 on Wednesday.
Russell 2000 Earnings Dashboard 25Q3 - Thursday, Oct. 2
The 25Q3 Y/Y blended earnings growth estimate is 43.4%. If the energy sector is excluded, the growth rate for the index is 42.4%.

