Where markets were leaning on 2026-11-02
The net read we published that day, kept as a dated record. For where markets are leaning right now, see today's outlook.
Eu Equities
The gist: The travel sector is leaning higher following a significant single-day surge in its broad market measure (JETS) on 2026-11-02. This +5.3% increase is noted as being far outside the sector's normal range, acting as the primary driver for the current positive direction. Watch: - Continued momentum or volatility in the JETS index following its recent outlier move.
Updated 2026-11-02 17:13 UTC · sign up for the full net read + the markets you follow
Rates Bonds
The gist: The rates and bonds market appears to be moving sideways as both European and US monetary policy outlooks lack immediate directional catalysts. The balance leans toward a period of consolidation, driven by neutral commentary from the ECB and administrative delays in US regulatory processes.
Updated 2026-11-02 09:43 UTC · sign up for the full net read + the markets you follow
Energy
The gist: The energy market is leaning higher for U.S. fossil fuel production and export volumes. This direction is driven by record-breaking natural gas withdrawals and significant growth in propane export levels. Watch: - U.S. natural gas gross withdrawal levels. - Propane export volume trends.
Updated 2026-11-02 04:43 UTC · sign up for the full net read + the markets you follow
Us Equities
The gist: US equities are leaning lower following a significant single-day decline. The market is characterized by rapid selling, with the S&P 500 and the broad market measure (SPY) both dropping 1.8% on 2026-10-30, a move that falls far outside its normal range. Watch: - The magnitude and persistence of the recent -1.8% move in the SPY.
Updated 2026-11-02 00:13 UTC · sign up for the full net read + the markets you follow
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