1186 evidence-backed views published in the latest 7 days, newest first with same-topic and same-event views grouped together.
Each line is one claim extracted from one report: what the publisher expects, in which direction, on which asset, over what horizon. How views are extracted · By asset · By topic
• US Investment Grade spreads traded flat at 81bps, and US High Yield spreads also traded flat at 308bps.
• US banks kick off Q3 earnings on 13–14 October, with expectations for healthy profits despite the recent selloff in bank shares.
• UK like-for-like retail sales rose 1.0% year-on-year in September 2026, above forecasts and August’s 0.5%.
• Strong results could help restore confidence in the AI trade, but with expectations already elevated, investors will be looking for evidence that earnings growth can continue into 2027.
• Of the four reporting this morning, Goldman Sachs and JPMorgan price in line with their histories, Citigroup below at 3.4% against 4.0%, and Wells Fargo carries the highest rank at 44.
• Tail risk signal: SKEW at 155.06 sits in the upper part of its recent range, so the cost of far downside protection has not followed the front of the curve lower.
The Bank of Japan has three bond-buying operations scheduled on October 16 where it will target JGBs coming due in 3-5 years (JPY290 billion), 10-25 years (JPY85 billion), and >25 years (JPY75 billion).
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