Where markets were leaning on 2026-10-29
The net read we published that day, kept as a dated record. For where markets are leaning right now, see today's outlook.
Rates Bonds
The gist: The rates and bonds market is showing mixed signals with a leaning toward lower Eurozone growth prospects, though monetary policy leadership in that region appears to be moving sideways. While the ECB has maintained its three key interest rates, rising energy prices are introducing upside risks to inflation, creating a complex backdrop for future policy.
Updated 2026-10-29 20:44 UTC · sign up for the full net read + the markets you follow
Global Macro
The gist: The global macro outlook is leaning toward higher inflationary pressures. This shift is driven by accelerating economic growth, with Real GDP rising to an annual rate of 3.4 percent in the third quarter of 2026 from 2.2 percent in the previous quarter. Watch: - Acceleration in Real GDP growth rates. - Trends in personal consumption expenditures (PCE), which rose by $113.1 billion in September 2026.
Updated 2026-10-29 18:43 UTC · sign up for the full net read + the markets you follow
Us Equities
The gist: The outlook for US equities appears sideways due to highly limited data. The primary driver identified is a single report concerning a $130 million fraud scheme involving false SEC filings by two entities. Watch: - Developments regarding the reported $130 million fraud scheme and the associated false SEC filings.
Updated 2026-10-29 18:43 UTC · sign up for the full net read + the markets you follow
Eu Equities
The gist: The outlook for UK-focused equities is mixed, with significant downward pressure appearing in the nicotine-related consumer health and private rail sectors due to new regulatory restrictions and nationalization plans. While regional transport infrastructure shows signs of support from government investment, the broader sentiment is weighed down by these sector-specific headwinds.
Updated 2026-10-29 16:14 UTC · sign up for the full net read + the markets you follow
Energy
The gist: The Colombian energy market is leaning higher for LNG demand. This shift is driven by a sustained decline in domestic natural gas production, which has fallen significantly from 2022 levels through projected averages in 2026. Watch: - The ongoing downward trend in Colombia's domestic natural gas production levels.
Updated 2026-10-29 16:14 UTC · sign up for the full net read + the markets you follow
Commodities
The gist: The commodities market landscape appears to be moving sideways as the focus shifts toward regulatory and infrastructure developments. The dominant drivers are upcoming CFTC initiatives aimed at increasing market transparency and exploring the feasibility of extended trading hours. Watch: - The CFTC industry roundtable on December 15 regarding the potential transition of derivatives markets to 24/7 trading.
Updated 2026-10-29 00:13 UTC · sign up for the full net read + the markets you follow
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