Daily · Fri 30 Oct 2026

Daily update · Fri 30 Oct 2026

Thursday 29 Oct closes: the Nasdaq Composite fell 1.4% to 26,184.72 and the Dow Jones 0.3% to 52,342.56. The S&P 500's Thursday close was not yet on the official data series (FRED) when this page was built, so it is not shown. The 10-year Treasury was 4.98% (5.05% on Wednesday) and the 2-year 4.61% (4.67%).

The ECB kept its three key rates unchanged; the deposit rate stays at 2.50%. US initial jobless claims were 194,000 in the week to 24 Oct, 1,000 fewer than the week before. Overnight, the Bank of Japan held its policy rate at around 1.25% on an 8–1 vote, and euro area GDP grew 0.4% in the third quarter (1.3% on a year ago; forecast 1.0%).

Results: Amazon reported third-quarter sales of $201.9 billion (+12%) and diluted EPS of $1.89 (a year ago $1.95), with AWS sales up 39%. Caterpillar, Eli Lilly and Mastercard reported before Thursday's open, and Chevron reported this morning (details below).

Still ahead today: the US Employment Cost Index for the third quarter at 08:30 ET (forecast 0.8% on the quarter) and the San Francisco Fed's Daly opening an AI conference at 12:00 ET, the first Fed remarks since Wednesday's decision. ExxonMobil's results were not confirmed from its own release when this page was built.

Part of the week of 26 October. Read the Weekly briefing →

Daily audio · Friday 30 October 2026

AI-narrated · Voice by elevenlabs.io · about 1 min · Download MP3

Read the transcript

High impact events for today: none. Nothing else high impact is scheduled this week.

Yesterday, Caterpillar reported higher revenue and earnings. Eli Lilly and Mastercard reported higher revenue. The ECB held its rate. The Bank of Japan held its rate. After the close, Amazon reported third-quarter sales up twelve percent, with its cloud business, AWS, up thirty-nine percent. This morning, Chevron reported higher third-quarter earnings than a year ago. And this morning, euro area growth for the third quarter came in above forecasts.

Now, on X, from yesterday's evening read, which covers just a couple of hours of posts. Compared with Wednesday's brief, the overall mood has turned very , down from slightly . American stocks moved from very bullish to very bearish. Gold moved from very bullish to very bearish.

For information only, not investment advice. The written update and its sources are on the site.

AI-narrated. The words are the same as the transcript, which is built from the figures on the written update (not written freehand). Voice by elevenlabs.io. For information only. Not investment advice. About · Sentiment · Terms · Next release dates

Results in

Amazon (AMZN) · Q3 2026

Released after the close on Thu 29 Oct (SEC filing at 4:05 pm ET). Net sales $201.9 billion, up 12% from $180.2 billion (13% excluding currency). The release says Prime Day moved into the second quarter this year.
Segment sales: North America $112.9 billion (+6%), International $43.1 billion (+5%), AWS $46.0 billion (+39%).
Operating income $28.1 billion (Q3 2025: $17.4 billion); operating margin 13.9%. Net income $20.7 billion, $1.89 per diluted share (Q3 2025: $21.2 billion, $1.95, which included $9.5 billion of pre-tax gains on its Anthropic investment).
Trailing twelve-month operating cash flow $168.3 billion (+29%); free cash flow an outflow of $42.4 billion as spending on property and equipment rose $94.8 billion.

Chevron (CVX) · Q3 2026

Released before the open on Fri 30 Oct. Earnings $9.9 billion, $5.06 per diluted share (Q3 2025: $3.5 billion, $1.82). Adjusted earnings $10.4 billion, $5.28 a share.
Cash flow from operations $16.0 billion. The release gives an average Brent price of $97 a barrel for the quarter (Q3 2025: $69).

The week's calendar · ET

Struck through = already happened, with the result. The rest is still to come.

Mon 26 Oct

Until 29 OctFed
Fed quiet period continues: no policy remarks from Fed officials before the 27–28 Oct meeting ends

Tue 27 Oct

08:30Data
US September durable goods ordersDone
ResultNew orders +1.8% to $345.4B (forecast +1.4%; August revised to +0.1%). Excluding transportation +0.5%. Nondefense capital goods orders excluding aircraft +0.5% (forecast 0.7%; prior revised to 1.6%).
Before the openEarnings
Coca-Cola (KO) Q3 resultsDone
ResultRevenue +7% to $13.4B; comparable EPS $0.91 (+11%); full-year guidance raised.
10:00Data
Conference Board consumer confidence (October)Done
Result91.7 (forecast 80.4; September revised to 84.2). Present Situation 120.4; Expectations 72.6.
10:00Data
US September new home salesDone
Result676,000 annualised (forecast 650,000; August revised to 680,000). Down 5.3% on a year ago; median price $400,400; 8.4 months' supply.
After the closeEarnings
Visa (V) fiscal Q4 resultsDone
ResultNet revenue $12.1B (+13%); non-GAAP EPS $3.48 (+17%), GAAP $3.19; dividend raised 16% to $0.78. Released after the close.
07:30Earnings
Boeing (BA) Q3 resultsDone
ResultReleased before the open. Revenue $24.2B (+4%); GAAP loss $0.26 a share (Q3 2025: $7.14); record backlog $745B.

Wed 28 Oct

08:30Data
US September advance goods trade balance and inventoriesDone
ResultGoods deficit $134.9B (forecast $129.0B; August $132.1B). Wholesale inventories +0.6%, retail +0.3%.
09:45Global
Bank of Canada rate decision and Monetary Policy ReportDone
ResultRaised 0.25 points to 2.5% (forecast: hold at 2.25%).
14:00Fed
rate decision (press conference 30 minutes later). See Rate odds for market expectationsDone High impact
ResultHeld at 3.75%–4.00%, 10–2 vote; Cook and Hammack wanted a 0.25-point rise.
After the closeEarnings
Microsoft (MSFT, Nasdaq) fiscal Q1 resultsDone High impact
ResultRevenue $92.3B (+19%); EPS $4.92 GAAP, $4.89 non-GAAP; Azure +48%.
After the closeEarnings
Alphabet (GOOGL, Nasdaq) Q3 resultsDone
ResultReleased after the close. Revenue $127.6B (+25%); EPS $2.12 (Q3 2025: $2.87); Cloud +103%.

Thu 29 Oct

08:30Data
US Q3 GDP (advance) + September personal income, spending & PCE inflationDone High impact
ResultReleased 08:30 ET. Real GDP +3.4% annualised in Q3 (forecast 3.0%; Q2 2.2%); Q3 PCE price index +2.1%, core +2.5%. September: personal income +0.2% (forecast 0.3%), spending +0.5%, real spending 0.0% (forecast 0.1%); PCE prices +0.5% on the month and 3.6% on a year ago, core +0.3% and 3.1%; saving rate 3.8%.
08:30Data
US weekly jobless claimsDone
Result194,000 in the week to 24 Oct, down 1,000 (prior revised to 195,000); 4-week average 196,750.
Before the openEarnings
Caterpillar (CAT) Q3 resultsDone
ResultReleased before the open. Revenue $20.7B (+17%), reported as sales and revenues; EPS $7.13 (Q3 2025: $4.88), adjusted $7.20 (Q3 2025: $4.95).
09:15Global
ECB monetary policy decision (press conference 30 minutes later)Done
ResultRates unchanged: deposit 2.50%, main refinancing 2.65%, marginal lending 2.90%.
19:30Global
Tokyo October
2.7% y/y (prior 2.7%)
Timing unconfirmedEarnings
Eli Lilly (LLY) and Mastercard (MA) Q3 resultsDone
ResultLilly: revenue $24.4B (+39%); EPS $7.22 reported, $7.48 non-GAAP; full-year revenue guidance lifted to $91.0–92.0B. Mastercard: net revenue $9.8B (+14%); diluted EPS $5.28, adjusted $5.31.
After the closeEarnings
Amazon (AMZN, Nasdaq) Q3 resultsDone
ResultReleased after the close. Net sales $201.9B (+12%); EPS $1.89 (Q3 2025: $1.95); AWS sales +39% to $46.0B; operating income $28.1B.

Fri 30 Oct

06:00Global
Euro area Q3 GDP (flash)Done
Result+0.4% q/q and +1.3% y/y (forecast 1.0% y/y; Q2 +1.2% y/y).
08:30Data
US Q3 Employment Cost Index
0.8% q/q (prior 0.9%)
Before the openEarnings
ExxonMobil (XOM) Q3 results
12:00Fed
San Francisco Fed's Daly opens an AI and the economy conference (ECB's Lane gives the keynote); first Fed remarks after the meeting
Decision dayGlobal
Bank of Japan policy decision and Outlook ReportDone
ResultHeld at around 1.25% (8–1 vote); ETF sales pace raised to about ¥860B a year.
Before the openEarnings
Chevron (CVX) Q3 resultsDone
ResultReleased before the open. Earnings $9.9B, EPS $5.06; adjusted $10.4B, $5.28 (Q3 2025 adjusted: $1.85).

Results are from the companies' own releases as filed with the SEC, and from the ECB, Bank of Japan, Eurostat and US Labor Department. Index closes come from FRED (Nasdaq Composite, Dow Jones, ) and yields from the US Treasury. Not shown because no official source was available when this page was built: Thursday's S&P 500 and VIX closes, Tokyo's October CPI, ExxonMobil's results, oil and gold prices, the dollar index and updated Fed rate odds. Times in ET (New York).

Since the Weekly

Thursday 29 Oct closes: Nasdaq Composite 26,184.72 (−1.4% from 26,549.85 on Wednesday); Dow Jones 52,342.56 (−0.3% from 52,475.10). The S&P 500's Thursday close was not yet on FRED (Wednesday: 7,743.98).
Treasury yields on Thursday: 10-year 4.98% (5.05% on Wednesday), 2-year 4.61% (4.67%), 30-year 5.32% (5.37%).
VIX: Wednesday's close was 16.91, down from 17.52 on Tuesday. Thursday's close is not yet on the official series (FRED).
ECB: held its three key rates; the deposit facility, main refinancing and marginal lending rates stay at 2.50%, 2.65% and 2.90%. The statement says energy prices have continued to rise and it is not pre-committing to a rate path.
Bank of Japan: held its guideline for the overnight call rate at around 1.25% (8–1 vote) and, unanimously, raised the pace of its ETF sales to about 860 billion yen a year.
Eurostat flash estimate: euro area GDP +0.4% in the third quarter (second quarter +0.6%) and +1.3% on a year ago; EU +0.5% and +1.5%.

Market gauges · as of Thu 29 Oct close + Fri 30 Oct releases before the open

SPY · Thu 29 Oct1.13 vs 1.10

Thursday: 1.13 vs 1.10 on Wednesday: puts slightly above calls, a little higher than the day before. A one-day reading, not a weekly average.

GLD put/call · Thu 29 Oct0.98 vs 0.20

Thursday: 0.98 vs 0.20 on Wednesday: puts and calls close to even, after a day when calls far outnumbered puts. A one-day reading, not a weekly average.

VIX16.91 -0.61 vs Tue 27 Oct

Close Wed 28 Oct. Wednesday's close, the latest published: lower than Tuesday's 17.52. Thursday's close was not on the official series when this page was built.

Put/call volume ratio for a single day, Thursday 29 Oct, against Wednesday 28 Oct. OCC cleared volume, all exchanges. Above 1 = more puts (hedging) than calls.

Full sentiment →

WEEKLYWeekly data

From the Weekly briefing for the week of 26 Oct. Not updated daily: these figures are refreshed only in the Weekly, every Saturday.

SPY put/call · weekly average1.16 vs 1.20

Weekly data, as of Fri 23 Oct

A little less hedging than the week before, but still above 1 and rising into Thursday and Friday's drop: cautious.

GLD put/call · weekly average0.78 vs 0.81

Weekly data, as of Fri 23 Oct

Little changed and still below 1, with a spike in put buying on Thursday as gold fell.

investors37% bull · 46% bear vs 39 · 42

Weekly data, as of the week to 21 Oct

Week to 21 Oct (17% neutral). Bears widened their lead to 45.8% vs 36.9% for bulls (bull-bear spread -8.9, from -2.9 a week earlier); neutral, at 17.3%, is far below its 31.0% long-run average, and bears are well above their 31.5% average.

21 Oct

37%

17%

46%

14 Oct

39%

20%

42%

7 Oct

40%

21%

39%

30 Sep

35%

19%

46%

Bullish Neutral Bearish

Put/call volume ratio, average of daily values, week 19–23 Oct vs 12–16 Oct. OCC cleared volume, all exchanges. Above 1 = more puts (hedging) than calls.

Weekly sentiment →

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