All right, so we were just talking about earnings coming up. Uh big bank earnings are among the earnings coming up. Do they have increased importance because of the lack of economic data that we have like PPI and CPI and the jobs report.Are we are we do you think investors are going to lean more heavily on the commentary from these bank CEOs. I think we have no choice but to see what they're saying, see what they're seeing in terms of consumer trends, trends with their credit cards, uh and also looking at a ...

Australia’s dollar led a rebound in risk-sensitive currencies as US President Trump’s more conciliatory rhetoric toward China boosted investor sentiment and crimped demand for haven assets https://t.co/12ifk0AxSb ...

Core Viewpoint - The circular investments in AI are not a concern for the market strategist, as they are supported by companies with strong revenue, but a shift in investor sentiment could impact the market negatively [1] Group 1 - Carol Schleif emphasizes that the backing of strong revenue from companies mitigates concerns regarding circular investments in AI [1] - The potential for a ripple effect on the market exists if investor sentiment changes [1]

Philippine stocks extended their slump, underperforming Asian peers as corruption allegations on government officials eroded investor sentiment https://t.co/qfKHbvG1U4 ...

Market Sentiment - The CNN Money Fear and Greed index showed a decline in overall market sentiment, remaining in the "Greed" zone with a reading of 61.7, down from 62.3 [5] - U.S. stocks settled lower, with the Nasdaq Composite falling more than 200 points and the S&P 500 ending a three-day winning streak [1] Economic Indicators - The S&P Global U.S. Composite PMI slowed to 53.6 in September from 54.6 in August, indicating softer growth in services and manufacturing [2] - The U.S. current account deficit decreased by 42.9% to $251.3 billion in the second quarter [2] Sector Performance - Most sectors on the S&P 500 closed positively, with energy, real estate, and utilities stocks showing the biggest gains [3] - Information technology and consumer discretionary stocks closed lower, bucking the overall market trend [3] Company Earnings - Investors are awaiting earnings results from Cintas Corp., Thor Industries Inc., and KB Home [4]

Welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.We're looking at the ETF market today. Net inflows for the year according to Vetify, have reached $795 billion. Joining me to discuss investor sentiment for ETFs and also uh to share a few top picks.I'm joined by Tyler Rosen, Coen and Steer, senior vice president, portfolio manager. Tyler, thank you for joining us. >> Thanks so much for having me this morning.I want to start off just talking about the fact that the ETF market net inflows ...

Market Sentiment - South Korea is contemplating issuing dollar bonds, which will serve as a gauge of global investor confidence [1] - This consideration follows President Lee Jae Myung's initial face-to-face discussion with President Donald Trump, aimed at easing strained relations [1]

If you're looking for a reason retail investors keep leaning in with stocks at highs—it might be simply because what they're doing seems to be working for now. A recent Investopedia survey showed investor sentiment remains high. https://t.co/Ca0Sk17mqQ ...

Core Insights - The current market environment is reminiscent of past market panics, with Warren Buffett highlighting the "casino-like" nature of modern investing and the significant rise in margin debt, which has surpassed $1 trillion for the first time [1][2] - The rapid increase in margin debt is concerning as it reflects heightened investor sentiment and risk appetite, potentially leading to overconfidence and market bubbles [5][8] Margin Debt Analysis - Margin debt has reached historic levels, with the largest two-month increase since 2007 and 1999, indicating a significant shift in investor behavior [2] - The absolute size of margin debt is larger today due to the stock market's historic highs and inflation, but the rate of growth is a more critical indicator of investor sentiment [3][5] Market Dynamics - A high level of margin debt can exacerbate market declines through a feedback loop, where falling stock prices trigger margin calls, leading to further selling and price drops [7] - While the rapid rise in margin debt serves as a warning, it does not guarantee an imminent market crash, as historical patterns may not repeat exactly [9] Fundamental Comparison - Current market fundamentals appear stronger than in previous bubbles, with robust earnings among top firms and a lower inflation-adjusted price-to-earnings ratio compared to 1999 [10] - The banking system today is less exposed to significant risks compared to 2007, suggesting a more stable environment [10] Investment Strategy - Investors should remain prepared for potential market downturns without attempting to time the market, focusing instead on solid investment strategies [11] - A prudent approach involves evaluating holdings critically, avoiding the temptation to chase speculative investments, and maintaining cash reserves to capitalize on future opportunities [12][13]

Market Trends & Sentiment - Homebuilder ETF experienced its best day since 2022, with Horton and PTE jumping double digits [1] - Consumer confidence is improving, potentially bringing buyers off the sidelines [2] - Investor sentiment is improving with optimism that this quarter will be the last cut for homebuilders and the housing market will improve moving into 2026 [3] - Stabilization in rates is needed more than rate cuts for homebuilders to plan and consumers to make decisions [4] Company Strategy & Operations - Builders are building smaller footprints with fewer SKUs (stock keeping units) to make the build process more efficient and affordable [5] - Builders are offering financing incentives to solve for affordability [6] - Stick and brick costs (labor and material) for homebuilders are down low single digits year-over-year [7] - Public builders are gaining market share, now representing about 50% of the market among the top 16 builders, due to better access to land, labor, materials, and financing [10] External Factors & Policy - Lumber prices are up 20-30% for the year but remain in a manageable range [6] - Potential elimination of capital gains for selling homes could put incremental dollars in the hands of consumers, making home purchases more palatable [8][9] - There is a real shortage of labor in the market, but the immigration crackdown has not caused any disruption as of yet [12]