Issue 93October 11, 2026  Markets & Investing |
20+ Year Treasuries | 77.98 | ▲0.14% |
Market data may be delayed. Data provided by Alpha Vantage and CoinGecko. |
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 Photo by Christian Ladewig on Unsplash Samsung Announces Third-Quarter 2026 Earnings Guidance Samsung Electronics issued its earnings guidance for the third quarter of 2026 in a company announcement dated 7 October. samsung.com 7 Oct 2026
Delta Reports September-Quarter 2026 Financial Results Delta said record September-quarter revenue reflected broad demand, while its outlook emphasized resilience despite high fuel costs. prnewswire.com 9 Oct 2026
PepsiCo Beats Earnings Expectations and Lowers Guidance PepsiCo lowered its guidance as it works to stabilize its North American business; shares rose following the results. finance.yahoo.com 8 Oct 2026
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 Photo by Joshua Woroniecki on Unsplash Federal Reserve Releases September Meeting Minutes The Federal Reserve released the meeting record on 7 October, covering discussions from the September 15–16, 2026, policy session. federalreserve.gov 7 Oct 2026
India’s Central Bank Raises Rates for First Time Since 2023 The Reserve Bank of India raised interest rates amid building inflation risks; HSBC and Goldman Sachs expect another increase in December. cnbc.com 7 Oct 2026
Tariffs Added 2.9 Percentage Points to Inflation, New York Fed Finds New York Fed researchers found tariffs contributed 2.9 percentage points to inflation across 67 goods categories by February 2026. cnbc.com 8 Oct 2026
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 Photo by Matthew Ansley on Unsplash Watch the rates narrative after the Fed’s Sept. 15–16, 2026 meeting minutes, which showed officials still saw another hike as likely this year, but not the start of a sustained tightening cycle, according to the official account and broad coverage from federalreserve.gov, CNBC, and MarketWatch. The near-term check is whether incoming Fed speakers keep reinforcing that “one more” bias or shift toward delay, especially after comments from Governor Waller and St. Louis Fed President Musalem kept the door open over the next six to nine months, while separate reporting suggested less conviction about a move this month from The New York Times, Yahoo Finance, and WSJ. In markets, that backdrop is keeping the tape stable rather than euphoric: SPY 778.57, TLT 77.98, GLD 384.58. A firming move would be confirmed if Treasury-sensitive assets keep absorbing hawkish Fed rhetoric without a bond selloff; it breaks if yields jump and long-duration Treasuries start rolling over despite the “not a series of hikes” message.
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