Morning Forecast

Morning Forecast: Friday 23 October

Meta drags the Nasdaq to its worst day since June, bond yields drop below 5%, and Anthropic could file today

Oct 23 • Sensei

Morning Forecast: Thursday 22 October

Meta's AI spending outruns its cash, Tesla cuts its spending plan, and 1.3 billion SpaceX shares unlock today

Oct 22 • Sensei

Morning Forecast: Tuesday 20 October

Brent climbs back above $110, a Korean AI listing drops 30%, and Netflix and SpaceX report later today

Oct 20 • Sensei

Morning Forecast: Monday 19 October

Trump waives Russia sanctions and oil slips, China beats on growth, and SpaceX reports Tuesday

Oct 19 • Sensei

Morning Forecast: Thursday 15 October

Seoul halts trading in a chip crash, TSMC posts a record, and producer prices land later today (cheat sheet inside)

Oct 15 • Sensei

Morning Forecast: Wednesday 14 October

A hidden recorder lands an OpenAI engineer in court, a missile hits Aramco’s headquarters, and US inflation lands later today (cheat sheet inside)

Oct 14 • Sensei

Morning Forecast: Tuesday 13 October

Korea’s chipmakers sink on a Chinese memory rival, oil hits a 4-week high, and the big banks report today

Oct 13 • Sensei

Morning Forecast: Monday 12 October

Houthi missiles shut Riyadh's airport and oil hits a 2-week high, Trump's Russian diesel deal fails to hold prices down, and US inflation lands…

Oct 12 • Sensei

Morning Forecast: Friday 9 October

Starbucks eyes Chipotle, Trump rules out Iran strikes and oil stays above $100, , OpenAI’s sales come in low and SpaceX’s next unlock lands today

Oct 9 • Sensei

Morning Forecast: Thursday 8 October

Oil jumps 4% on Iran strike talk, most Fed officials want another rise, and Delta reports Friday

Oct 8 • Sensei

Morning Forecast: Wednesday 7 October

India raised rates for the first time since 2023, SpaceX wants to borrow $40 billion for Nvidia chips, and the Fed minutes land later today

Oct 7 • Sensei

Morning Forecast: Tuesday 6 October

Stocks sit near records with the 10-year at a 2002 high, Brazil had its best day since 2020, and the Fed minutes land Wednesday

Oct 6 • Sensei

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