Starr Fintech Global SFG Desk Research

Starr Fintech Global · Desk Research

US

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96 reports

Mon US Recap

US Market Recap | 2026-10-12 (ET) Monday

Columbus Day quiet session (S&P volume ~2.29 billion shares, less than half of Friday's 4.78 billion), indices narrowly diverged: Dow +0.38% the lone gainer, S&P -0.06%, Nasdaq/Russell ~-0.4%; the str…

Reconciliation report MT
Mon US Pre-Market

US Pre-Market Brief | 2026-10-12 (ET) Monday

This week is a dual event week of "earnings season + inflation data": Tuesday JPM/GS/WFC/C kick off the season, Wednesday September CPI (headline expected +0.6% m/m, 3.6% y/y), Thursday PPI and retail…

6 watch · 6 avoid Top 英伟达 77 MT
Fri US Recap

US Market Recap | 2026-10-09 (ET) Friday

Today was a low-volume recovery day: all three major indexes rose (S&P +0.59%, Dow +0.83%, Nasdaq +0.64%), VIX broke below 15 to close at 14.84, and the 10Y held at 5.24%. The pre-market list's 1 them…

Reconciliation report MT
Fri US Pre-Market

US Pre-Market Brief | 2026-10-09 (ET) Friday

Overnight into this morning is a dual-track session of "an oil-pullback-driven recovery day + a Medicare star-rating reshuffle": Trump said he will not strike Iran before the midterms and called talks…

9 watch · 5 avoid Top Humana 76 MT
Thu US Recap

US Market Recap | 2026-10-08(ET) Thursday

Today was a day where "the AI narrative repricing killed tech, while macro came to the rescue": the 30Y auction — the biggest pre-market worry — came in strong (stop-through of ~8bp) and the 10Y yield…

Reconciliation report MT
Thu US Pre-Market

US Pre-Market Brief | 2026-10-08 (ET) Thursday

Overnight into this morning is an intensifying "rates + oil double whammy": the 30Y Treasury yield spiked to 5.72% intraday, a 24-year high, 10Y 5.34%; Waller went hawkish again this morning ("further…

12 watch · 4 avoid Top 台积电 ADR 77 MT
Wed US Recap

US Market Recap | 2026-10-07 (ET) Wednesday

A mild, "minutes-confirmed" risk-off on the day after new highs: the September FOMC minutes released at 14:00 ET showed all 19 members backing the rate hike, with a majority deeming "one more hike thi…

Reconciliation report MT
Wed US Pre-Market

US Pre-Market Brief | 2026-10-07 (ET) Wednesday

The overnight-to-this-morning throughline is "rate backlash after new highs": futures rose together early overnight with S&P futures at an all-time high (Astera, GE Vernova, Arista leading the indicat…

10 watch · 3 avoid Top 台积电 ADR 76 MT
Tue US Recap

US Market Recap | 2026-10-06 (ET) Tuesday

Today was risk-on: the 10Y Treasury yield fell back from 24-year-high territory to 5.27% (-4bp), oil dropped ~2%, the S&P closed +0.58% at 7,818.93 and the Nasdaq +0.45% at 27,599.79 — both record clo…

Reconciliation report MT
Tue US Pre-Market

US Pre-Market Brief | 2026-10-06 (ET) Tuesday

Catalysts are dense from overnight into this morning: the strongest theme is the AI compute/semiconductor rally continuing — TSMC ADR rose +2.75% on Monday to $485.80, both all-time highs (Musk confir…

10 watch · 7 avoid Top 台积电 ADR 77 MT
Mon US Recap

US Market Recap | 2026-10-05 (ET) Monday

Today risk-on continued: ISM Services at 54.9 was roughly in line, and the oil pullback soothed inflation worries; all three major indexes rose, with the S&P (+0.66% to close at 7,773.95) and the Nasd…

Reconciliation report MT
Mon US Pre-Market

US Pre-Market Brief | 2026-10-05 (ET) Monday

Catalysts have been dense from the weekend through this morning: the strongest events are Vaxcyte (PCVX) top-line positive Phase III OPUS-1 for its 31-valent pneumococcal vaccine, up +53%~+68% pre-mar…

14 watch · 3 avoid Top 英伟达 74 MT
Fri US Recap

US Market Recap | 2026-10-02 (ET) Friday

Today was a structural risk-on market: the big September payrolls miss (+29,000 vs +84,000 expected, unemployment rising to 4.2%) instead ignited the rate-cut trade — all three major indexes rose (S&P…

Reconciliation report MT
Fri US Pre-Market

US Pre-Market Brief | 2026-10-02 (ET), Friday

The strongest overnight catalyst is Micron (MU) Q4 results and Q1 guidance dramatically beating across the board (revenue guidance of $61.5B vs. market expectation of ~$57B, another company record) + …

12 watch · 2 avoid Top 美光科技 83 MT
Thu US Recap

US Market Recap | 2026-10-01 (ET) Thursday

Today was a cautious risk-on of "intraday bond-rout shock, late-session relief as the bond market exhausted itself": the 10Y Treasury spiked to 5.344% intraday (highest since 2002), knocking all three…

Reconciliation report MT
Thu US Pre-Market

US Pre-Market Brief | 2026-10-01(ET) Thursday

The strongest catalyst is "Micron's beat-and-raise landing": MU FQ4'26 revenue $54.23B (+379%, first time above $50B) far above consensus ~$51.2B, non-GAAP EPS $33.42 (vs $31.45), gross margin 87.0%; …

10 watch · 5 avoid Top 美光 81 MT
Wed US Recap

US Market Recap | 2026-09-30 (ET) Wednesday

A divergent, weaker quarter-end close: Dow -0.86%, S&P -0.25%, with both closing at their intraday lows; Nasdaq +0.24% the only green index; the strongest theme remained AI compute/memory (SMH +0.35%,…

Reconciliation report MT
Wed US Pre-Market

US Pre-Market Brief | 2026-09-30 (ET) Wednesday

Today's strongest catalyst is "Micron after-hours earnings" (after close 9/30, call at 4:30pm ET): consensus adj EPS ~$31.4, revenue ~$51B (YoY +350%); the company previously guided revenue $50B±$1B, …

8 watch · 3 avoid Top 美光 81 MT
Tue US Recap

US Market Recap | 2026-09-29 (ET) Tuesday

Today was a weakly differentiated market under rate pressure: the 30-year Treasury yield hit a roughly 24-year high and the 10Y closed at 5.255%; the three major indexes closed modestly lower (S&P -0.…

Reconciliation report MT
Tue US Pre-Market

US Pre-Market Brief | 2026-09-29 (ET) Tuesday

The strongest catalyst is NVIDIA: After the close on 9/28 it announced a new $150 billion share repurchase (total authorization $235 billion, running through January 2028 — the largest single buyback …

13 watch · 7 avoid Top 英伟达 84 MT