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#weekly recap
Stock analysis posts tagged "weekly recap" from Openbook.
Bank beats, hot inflation and CoreWeave: Wall Street's split week
Through Thursday the Dow gained about 1% while the Nasdaq lost 2.4%. Bank earnings landed as we flagged, then CoreWeave's bonds took over the week.
London's refuge week: the FTSE 100's highest close since August
Tokyo fell 4.9% in a session and Seoul 6.12%, yet the FTSE 100 closed Thursday at 10,840.35, its highest since 26 August. Composition, not optimism.
How oil and a 2002 yield high undid Wall Street's record week
The S&P 500 set a record above 7,800 on Tuesday and gave it back by Thursday. Oil, a 24-year high in Treasury yields and Delta's fuel bill explain why.
Gilts at 6% and oil at $105: how London still ended the week up
Gilts touched 6% and Brent hit $105.60, yet the FTSE 100 still finished the week about 0.9% higher. Friday's miner-led rally did all of the work.
Wall Street's week: a 24-year yield high and Accenture's best day
Treasury yields reached a 24-year high this week, capping Wall Street even as Accenture and Micron beat forecasts. Our five daily notes, reviewed.
The 30-year gilt broke 6%: how London lost 233 points this week
A 30-year gilt yield above 6%, a 1.68% Thursday rout and a badly missed US jobs report: the week London's bond market, not its politicians, set the agenda.
Two Nasdaq records, then a 5.2% yield: Wall Street's week
Two record Nasdaq closes, then a bond market that took them both back. The week Wall Street's AI rally met a 10-year yield at its highest since 2007.
Gilts and oil ran London's week: the FTSE 100 added 64 points
London's week in review: the FTSE 100 gained 64 points, yet the gilt market and a $7 round trip in Brent crude, not company results, decided the path.
London's week: the Fed hiked, but the gilt market moved the FTSE
Oil opened London's week above $108, but it was the Bank of England's decision to stop selling long-dated gilts that moved the FTSE 100 most.
Oil past $100 and a hawkish Fed rethink: Wall Street's week
Brent's run past $100 cost the Dow 1,350 points in three sessions, drove the hottest PPI of this cycle and left a Fed rise all but priced in for Wednesday.
Oil's 13% week: London's five-day slide and Friday's reprieve
Brent rose 13% to a four-month high of $109.97 and the FTSE 100 fell five sessions running. What our daily London notes flagged, and how the week resolved.
Wall Street's week: an oil shock, a jobs shock and 36 points
Wall Street spent the week repricing a Fed rate rise rather than a cut. What we flagged on Monday, how Broadcom and Dell landed, and Friday so far.
Nvidia delivered, then Warsh took over: Wall Street's week
Nvidia's $89bn data-centre quarter broke a three-day standstill on Wall Street, lifting the Nasdaq 1.57% on Thursday. Then Kevin Warsh took the podium.
London's flat week: the FTSE 100 ended 1.29 points higher
Five sessions, a six-day winning streak, a 0.8% slump and a Friday rebound left the FTSE 100 up 1.29 points on the week. Little of it was British news.