Rob Hager retweeted
Texas manufacturing output growth slowed in October, according to business executives responding to the Federal Reserve Bank of Dallas’ Texas Manufacturing Outlook Survey. dallasfed.org/research/surve…
Rob Hager retweeted
🇺🇸 Our daily underlying growth estimate has been stable at around 2.9%, well above potential growth.
Rob Hager retweeted
ANTHROPIC S-1 is LIVE.
Read it here: sec.gov/Archives/edgar/data/…
The forward 12-month P/E ratio for $SPX is 18.7, which is below the 5-year average (19.8) and below the 10-year average (19.1). #earnings, #earningsinsight, bit.ly/4skOAZB
Rob Hager retweeted
Key Events This Week:
1. September New Home Sales data - Tuesday
2. October Fed Meeting and Rate Decision - Wednesday
3. Microsoft, $MSFT, and Alphabet, $GOOGL, Report Earnings - Wednesday
4. September PCE Inflation data - Thursday
5. US Q3 2026 GDP Data - Thursday
6. Amazon, $AMZN, and Intel, $INTC, Report Earnings - Thursday
7. ~20% of S&P 500 Companies Report Earnings This Week
Buckle up for one of the busiest weeks of the year.
Rob Hager retweeted
🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Oct. 23, 2026).
#economy
Rob Hager retweeted
Alphabet, Microsoft, Amazon & Intel among those reporting next week:
💻 Tech: $GOOGL $MSFT $AMZN $INTC $NOW
🏭 Industrials: $BA $CAT $UPS $GEV $WM
🛒 Consumer: $KO $SBUX $MDLZ $CL
🏦 Financials: $V $MA $UBS $HSBC
⚡ Energy: $XOM $CVX $SHEL $TTE
💊 Healthcare: $LLY $MRK $ABBV $AZN
📡 Telcos: $VZ $TMUS
More at TheTranscript.Substack.com
"This month’s decline in the Current Conditions subindex was driven entirely by buying conditions for durables, which plunged 18% on the basis of higher interest rates and rising concerns about the affordability of such purchases. Purchasing power continues to dominate consumer views of the economy. Sentiment is now 10% below a year ago and 15% less than February, just prior to the Iran conflict." - UMich consumer sentiment
Rob Hager retweeted
Consumer sentiment held at a weak 48.0 in October, down 10.4% from a year ago. Current conditions plunged 8.3%, while inflation expectations rose to 4.7% for the next year. High interest rates and affordability concerns continue squeezing households.



























