Market Breadth Cracks, Tech Earnings Land Mixed, and the Fed Waits on CPI
About this episode
S&P 500 breadth deteriorating beneath flat index surface, sector rotation into defensives accelerates, tech giants report revenue beats with cautious guidance on AI returns and consumer spending, Fed skips October rate hike after weak jobs report but December still live pending October 13 CPI release
Chapters
Sources & Citations
S&P 500 / US500 Market Data, October 7, 2026
tradingeconomics.com
How Should Investors Navigate These Mixed Market Signals?
www.schaeffersresearch.com
The Odd Couple of 2026: Cyclicals and Defensives | BlackRock
www.blackrock.com
The Rotation Into Consumer Staples: Defensive Strength in an Uncertain 2026 | Investing.com
www.investing.com
Fed rate decision September 2026: Rates rise to 3.75%-4%
www.cnbc.com
Jobs report September 2026: Nonfarm payrolls rose by just 29,000
www.cnbc.com
Fed may skip October but pull rate hike trigger in December
www.bnnbloomberg.ca
Economic Calendar — Next CPI, Fed Meeting & Jobs Report
www.whendomarketsopen.com
Fed Policy, Interest Rates & the Soft-Landing Outlook
banksandbankers.com
Revisiting Hard vs. Soft Landings: Today’s Outlook & What Could Be Next
www.hiltoncapitalmanagement.com
Recent data has kept Fed rate view, soft landing, intact | Reuters
www.reuters.com
Soft Landing or No Landing? Fed’s Economic Picture Gets Complicated. - The New York Times
www.nytimes.com
Loading transcript…