October 26, 2026
United States:
Stocks Rise in Countdown to Tech Earnings and Fed
Wall Street traders bracing for this week’s Federal Reserve decision and results from tech giants valued at more than $10 trillion sent stocks higher as oil fell.
A bounce in chipmakers helped sentiment, with the S&P 500 halting back-to-back losses.
Europe:
French Bond Risk Gauge Falls as Moody’s Keeps Rating Stable
A measure of French bond risk tumbled after the nation dodged a downgrade at Moody’s Ratings, easing a selloff that has roiled domestic assets in recent weeks.
The extra yield investors demand to hold 10-year French bonds, known as OATs, over safer German debt fell as much as 11 basis points to 157 basis points on Monday. France’s stocks and the euro rose, outperforming peers.
Asia:
Goldman Says Yen Becoming Better Hedge Against AI Market Shock
The yen is becoming a more effective hedge against an artificial intelligence-driven market shock as changes in Japan’s policy backdrop reduce the risk of the currency weakening sharply when global yields rise, according to Goldman Sachs.
“The yen now looks like a more attractive hedge for procyclical portfolios than it has been over recent years, despite the global backdrop still arguing for further JPY weakness,” strategists including Kamakshya Trivedi wrote in a note dated Oct. 23.
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