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Big Banks Gear Up to Report Q3 Earnings

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Pre-market futures are up at this hour, but on a downward trajectory. Market participants purged a bit yesterday of new all-time-high closes Wednesday on the S&P 500 and the Nasdaq, but remain near those strong levels. We’re devoid of catalysts until Q3 earnings season builds next week, when the Big Banks begin reporting on Tuesday morning.

Among these will be, of course, JPMorgan (JPM - Free Report) and Citigroup ((C - Free Report) , alongside Wells Fargo ((WFC - Free Report) and Goldman Sachs ((GS - Free Report) . Right there we're talking a big chunk of market cap on the S&P. Johnson & Johnson ((JNJ - Free Report) and Domino's Pizza ((DPZ - Free Report) will also release earnings — all of these of just Tuesday alone.

Our current bull market has now gone on for three years, led by NVIDIA ((NVDA - Free Report) , of course — +1500% over that time and at new all-time trading highs this morning. Also on this list are Broadcom ((AVGO - Free Report) , +650%, Meta ((META - Free Report) +450% and Alphabet ((GOOGL - Free Report) +150% during this three-year run. The AI trade is not news to anyone, but to see how outsized the market gains offers some good perspective.

University of Michigan Consumer Sentiment After the Open

Later on this morning, a preliminary Consumer Sentiment survey from the University of Michigan is due out. The October print is expected to be the third-straight down to 53.5 from 55.1 in September, though still off the 52.2 levels in April and May. The tariff environment is far less nebulous than it was back in the spring, but still uncertain how it will impact consumer prices in the medium-term.

Last month, inflation expectations among consumers in this survey actually ticked down a tad, perhaps indicating tariff realities are not as painful as some may have anticipated. These types of sub-headline numbers will be interesting to compare when today’s report comes out at 10am ET.

What to Expect from the Stock Market Today & Next Week

Aside from this University of Michigan survey, we were expected to also receive Monthly U.S. Federal Budget figures for September, but those will be mothballed while the federal government shutdown continues through Week 2. Next week was supposed to have provided Consumer Price Index (CPI) and Producer Price Index (PPI) results, but they won’t either without an agreement on Congress’ budget resolution.

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