Daily market audio · Tuesday 27 October 2026

Market briefing for Tuesday, October twenty-seventh. Times are Madrid time, and New York time for American events.

First, the major events for today and the rest of the week, in time order. Wednesday. At two forty-five in the afternoon Madrid time, the Bank of Canada rate decision and Monetary Policy Report. At seven in the evening Madrid time, which is two in the afternoon in New York, the Federal Reserve rate decision, with the press conference thirty minutes later. After the American market closes, which is nine in the evening Madrid time, Microsoft fiscal first-quarter results. Thursday. At one thirty in the afternoon Madrid time, which is eight thirty in the morning in New York, the American third-quarter gross domestic product advance estimate and September personal income, spending and PCE inflation. At two fifteen in the afternoon Madrid time, the ECB monetary policy decision, with the press conference thirty minutes later. Friday. The Bank of Japan policy decision, with the release time not yet set.

Now, what changed in the markets yesterday, and this morning. Monday: the Nasdaq rose 0.8 percent to 26,169.38 and the Dow 0.3 percent to 52,361.58. The VIX fell to 18.39 from 19.45 on Friday, and the ten-year Treasury yield was unchanged at 5.00 percent. Tuesday morning: American durable goods orders rose 1.8 percent in September, forecast: 1.4 percent, new home sales came in at 676,000 a year, forecast 650,000, and the Conference Board's consumer confidence index jumped to 91.7, forecast 80.4. Coca-Cola raised its full-year guidance after revenue grew 7 percent. Boeing's third-quarter loss shrank to 26 cents a share from 7.14 dollars a year ago, and its backlog hit a record 745 billion dollars.

Finally, the mood. The social mood on X, from Monday's evening read: about two hours of posts, up to half past five in the afternoon New York time, so not the whole day. Overall the mood is flat, with no clear lean: minus 3 on a scale from minus one hundred to plus one hundred, from 42 posts. On American stocks, the mood leans bullish: plus 23, from 20 posts. Too few posts to read on gold, the Fed and inflation: 9, 8 and 5 posts, under ten each. Options: the put to call ratio on the S and P 500 fund was 1.07 on Monday, against 1.30 the session before. On the gold fund it was 0.95, against 0.76. Above one means more puts than calls.

That was today's briefing. For information only, not investment advice. The written update and its sources are on the site.