Daily Edition
Morning Brief — October 14, 2026
Wednesday edition: fresh company results support continued, uneven expansion — ASML confirms strong equipment demand, Goldman reports robust earnings, Enerflex adds a large data center power contract. The restraint is financing conditions: CPI at 8:30 AM and Beige Book at 2 PM, both after cutoff. Base 54%, Bull 16%, Bear 30%.
Wednesday opens with ASML Q3 sales at €11.7B, Goldman revenue at $18.68B, and an Enerflex data center power award above 1GW. Policy constraint stays live with CPI and Beige Book today. Base 54%, Bull 16%, Bear 30%.