Daily Edition
Morning Brief — October 16, 2026
Friday edition: September CPI accelerated to 3.7% on a 9.1% gasoline jump, the Beige Book showed 9 of 12 districts growing with flat consumer spending, and the IEA flagged an acute diesel shortage after the GFS Pride sinking. ASML and TSMC posted strong chip results while the KOSPI slid 7.57% and US indexes fell. Base 50%, Bull 15%, Bear 35%.
Friday 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%.