Issue 103October 21, 2026  Mercati e investimenti |
20+ Year Treasuries | 80.13 | ▲0.84% |
Market data may be delayed. Data provided by Alpha Vantage and CoinGecko. |
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 Photo by Christian Ladewig on Unsplash Netflix Shares Fall Despite Third-Quarter Earnings Beat Investors sought additional detail on Netflix’s strategy following recent organizational changes, while advertising and revenue guidance weighed on the market response. cnbc.com 20 Oct 2026
GM Narrows 2026 Guidance After Third-Quarter Earnings Beat The automaker also raised its adjusted automotive free-cash-flow outlook, following quarterly results that exceeded Wall Street estimates. cnbc.com 20 Oct 2026
3M Raises Full-Year EPS Guidance After Third-Quarter Results The company identified itself as 3M, traded under NYSE ticker MMM, and issued the results announcement through PR Newswire on 20 October 2026. prnewswire.com 20 Oct 2026
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 Photo by Joshua Woroniecki on Unsplash UK Inflation Rises to 3.5% in September Inflation exceeded expectations in the 12 months to September, with surging motor-fuel costs identified as the main driver, reinforcing expectations of higher interest rates. cnbc.com 21 Oct 2026
BOJ’s Himino Signals Readiness to Raise Borrowing Costs Himino signaled that the Bank of Japan is ready to raise borrowing costs, according to the report. investing.com 21 Oct 2026
U.S. Budget Deficit Nears $2 Trillion in Fiscal 2026 The Treasury Department published the fiscal-year figure, showing the shortfall increased 12% in one year to nearly $2 trillion. cnbc.com 16 Oct 2026
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 Photo by Matthew Ansley on Unsplash What to watch next: the Fed path is the market’s pivot. A unanimous survey of 100 economists now expects another Fed rate hike in December, even after an October pause, while recent Fed reporting shows policymakers still focused on sticky inflation and resilience in activity and jobs (富途牛牛, Federal Reserve minutes). That backdrop matches the tape: TLT rose 0.84% to 80.13, while GLD fell 0.54% to 377.65, a classic “higher-for-longer” signal. The next key confirmation is whether incoming housing and labor data keep flashing strain without cooling inflation enough; housing is already showing warning signs as mortgage pressure builds (CNBC, AL.com). The current move holds if Fed speakers and the next inflation prints keep December live; it breaks if growth cracks faster than expected and markets start pricing out that hike before the December meeting.
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