Where markets were leaning on 2026-10-11
The net read we published that day, kept as a dated record. For where markets are leaning right now, see today's outlook.
Energy
The gist: The energy market is leaning higher for fossil fuel production volumes and electricity demand, though regional natural gas pricing in specific US hubs appears to be heading lower. The dominant driver is the projected expansion of US crude oil production, which is forecasted to reach a new record average of 13.8 million b/d in 2026.
Updated 2026-10-11 19:14 UTC · sign up for the full net read + the markets you follow
Eu Equities
The gist: EU-equities appear to be leaning higher, driven primarily by significant momentum in the health sector. While the health market saw an outlier move of +1.6% in a single day supported by over £1.5 billion in investment, other sectors like travel and broader labor market indicators remain sideways. Watch: - Rapid buying activity and capital inflows within the health sector.
Updated 2026-10-11 19:14 UTC · sign up for the full net read + the markets you follow
Us Equities
The gist: The US equities market appears to be heading sideways. The primary driver is a shift in individual positioning, characterized by a mix of sector-specific sales and purchases. Watch: - Disclosures regarding the sale of holdings in the aerospace and technology sectors. - Disclosures regarding new positions in the materials/glass sector.
Updated 2026-10-11 18:48 UTC · sign up for the full net read + the markets you follow
Rates Bonds
The gist: The rates and bonds market appears to be heading sideways as central bank policy outlooks remain in a period of transition. The dominant driver is the ongoing administrative and regulatory shifts within major central banking institutions. Watch: - The recruitment process for the external Deputy Governor position at the Bank of Canada.
Updated 2026-10-11 18:47 UTC · sign up for the full net read + the markets you follow
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