2026-11-04 Wednesday
2026-11-06
23:44:34
US DOE distillate fuel oil implied demand (in thousands of barrels per day) for the week ending October 26
Previous
:
552.69
Forecast
:
-
Published Value
578.03
Previous
23:43:50
US DOE gasoline implied demand (in thousands of barrels per day) for the week ending October 26
Previous
:
920.33
Forecast
:
-
Published Value
982.44
Previous
23:37:09
US October ISM Non-Manufacturing Supplier Deliveries Index
Previous
:
53.20
Forecast
:
-
Published Value
56.70
Previous
23:37:08
US October ISM Non-Manufacturing Inventory Index
Previous
:
54.90
Forecast
:
-
Published Value
55.40
Previous
23:33:26
U.S. DOE fuel ethanol inventories (in thousands of barrels) for the week ending October 26
Previous
:
2452.30
Forecast
:
-
Published Value
2443.40
Previous
23:33:25
US DOE total fuel ethanol production (in 10,000 barrels per day) for the week ending October 26
Previous
:
111.80
Forecast
:
-
Published Value
114.30
Previous
23:31:15
US DOE crude oil implied demand (in thousands of barrels per day) for the week ending October 26
Previous
:
2063.60
Forecast
:
-
Published Value
2050.10
Previous
23:30:28
U.S. EIA total crude oil production (in thousands of barrels per day) for the week ending October 26
Previous
:
1399.20
Forecast
:
-
Published Value
1400.30
Previous
23:30:18
U.S. EIA refinery utilization rate for the week ending October 26
Previous
:
92.80
Forecast
:
-
Published Value
94.50
Previous
23:30:00
U.S. EIA Refinery Utilization Change for the Week Ending October 26
Previous
:
-0.60%
Forecast
:
0.20%
Published Value
1.70%
Previous
23:30:00
U.S. EIA crude oil inventory change (in thousands of barrels) for the week ending October 26.
Previous
:
-189.20
Forecast
:
-87.70
Published Value
-86.50
Previous
23:30:00
U.S. EIA weekly crude oil production changes (in thousands of barrels) for the week ending October 26.
Previous
:
-12.30
Forecast
:
-
Published Value
19.90
Previous
23:30:00
U.S. EIA Weekly Heating Oil Inventories (in thousands of barrels) for the week ending October 26
Previous
:
16.40
Forecast
:
-
Published Value
-20.30
Previous
23:30:00
U.S. EIA Oklahoma-Cushing crude oil inventories for the week ending October 26 (in thousands of barrels)
Previous
:
-62.40
Forecast
:
-
Published Value
28
Previous
23:30:00
U.S. EIA Weekly Crude Oil Import Change (in thousands of barrels) for the week ending October 26
Previous
:
-79.60
Forecast
:
-
Published Value
117.90
Previous
23:30:00
U.S. EIA distillate fuel oil inventory changes (in thousands of barrels) for the week ending October 26.
Previous
:
-146.20
Forecast
:
-10
Published Value
-356.50
Previous
23:30:00
U.S. EIA gasoline inventory change (in thousands of barrels) for the week ending October 26.
Previous
:
387
Forecast
:
15.30
Published Value
-22.20
Previous
23:30:00
U.S. EIA Weekly Change in Refined Product Imports (in thousands of barrels) for the week ending October 26
Previous
:
-6.20
Forecast
:
-
Published Value
9.60
Previous
23:30:00
U.S. EIA Weekly Gasoline Production Change (in thousands of barrels) for the week ending October 26
Previous
:
-50.90
Forecast
:
-
Published Value
46.30
Previous
23:30:00
U.S. EIA Weekly Distillate Production Change (in thousands of barrels) for the week ending October 26
Previous
:
-7.10
Forecast
:
-
Published Value
-0.70
Previous
23:00:00
US October ISM Non-Manufacturing PMI Sub-index - Business Activity Index
Previous
:
56.50
Forecast
:
-
Published Value
53.80
Previous
23:00:00
US October ISM Non-Manufacturing PMI
Previous
:
54.90
Forecast
:
54.80
Gold, Silver, Oil
US Dollar
Published Value
54.50
Previous
23:00:00
US October ISM Non-Manufacturing New Orders Index
Previous
:
59.80
Forecast
:
-
Published Value
55.90
Previous
23:00:00
US October ISM Non-Manufacturing Employment Index
Previous
:
50.10
Forecast
:
-
Published Value
51.40
Previous
23:00:00
US October ISM Non-Manufacturing Input Price Index
Previous
:
74
Forecast
:
-
Published Value
73
Previous
22:57:09
[Economist: Strong US Q4 Start, GDP Annualized Growth Likely to Exceed 4%] Chris Williamson, Chief Business Economist at S&P Global Markets Intelligence, stated, “The October PMI survey indicates a strong start to the US economy in the fourth quarter, with annualized GDP growth likely exceeding 4%. The technology sector remains a major bright spot for economic growth, but encouragingly, consumer-facing industries and financial services also performed robustly. However, the positive economic growth was offset by worrying renewed inflationary pressures and weak performance from some forward-looking survey indicators. While output remains strong, the pace of expansion has slowed from recent highs, related to slower growth in new orders and declining business confidence in the economic outlook. In October, optimism about the future among large service sector businesses declined sharply, reflecting concerns about consumer affordability, interest rates, and political uncertainty. Meanwhile, average sales prices in the service sector rose at one of the fastest pace in the past four years. Combined with the sharp rise in commodity prices shown in the October manufacturing PMI survey, the overall signal suggests that inflation may rise further above the Fed's target level in the coming months.”
22:55:45
[JPMorgan: Tech Stocks Poised for Rebound Following Midterm Elections] JPMorgan's trading department believes tech stocks may see a rebound. JPMorgan's US market intelligence team maintains a tactical bullish view, believing the recent sell-off in tech stocks may present a short-term recovery opportunity. They recommend a barbell strategy, allocating to both tech and cyclical stocks. The team judges that the broad-based rally is likely to continue, but the upside potential for the energy sector is limited, while downward pressure on tech stocks has eased. Among cyclical sectors, they are more optimistic about consumer and financial sectors. The research report cites data from JPMorgan analyst Craig Cohen: Since 1950, the S&P 500 has risen in the year following every midterm election, with an average increase of approximately 15%. The bank's market intelligence team adds that historical data shows that the S&P 500's average gains in the three, six, and nine months following midterm elections are 5.4%, 11.4%, and 12.5%, respectively.
22:45:01
US October SPGI Services PMI Final Reading
Previous
:
57.90
Forecast
:
-
Published Value
56.10
Previous
22:45:00
US October SPGI Composite PMI Final Reading
Previous
:
57.60
Forecast
:
-
Published Value
55.90
Previous
22:34:25
[US Midterm Elections Show "Blue Wave," US Stocks Open Higher] US stocks opened higher, with the Dow Jones Industrial Average up 1.9%, the S&P 500 up 1.1%, and the Nasdaq Composite up 1.07%. Stronger-than-expected performance from the Democratic Party in the US midterm elections boosted clean energy and healthcare stocks, with FTC Solar up 40%, First Solar up 13%, Gilead Sciences up 2%, and Moderna up 3%. Stocks associated with Musk and Trump weakened, with Trump Media Technology Group down 9.8%, SpaceX down 5%, and Tesla down 4%.
22:30:04
The U.S. trade deficit narrowed slightly in September, with merchandise exports rising to a four-month high. Data released Wednesday by the Commerce Department showed the trade deficit in goods and services narrowed 0.7% from the previous month to $105 billion. The median forecast of economists surveyed by Bloomberg was $107.9 billion. Monthly trade data, unadjusted for inflation, has been highly volatile, influenced by factors such as tariffs, rising oil prices, and supply chain disruptions. Exports rose 1.9%, primarily driven by increased capital goods exports. Imports rose 1.2%. Capital goods imports increased by a record $11.6 billion from the previous month. This category includes computers and accessories, semiconductors, and telecommunications equipment. U.S. companies are making large purchases of imported technology equipment to expand their artificial intelligence capabilities. Meanwhile, imports of industrial goods, including oil and petroleum products, fell by $3.7 billion from the previous month. The report showed that the U.S. imported fewer barrels of crude oil than the previous month. Exports of industrial goods decreased by $1 billion.
22:06:18
[IPOs to be Suspended? First-hand Verification: Not a "One-Size-Fits-All" Approach] Recently, rumors of "informal" guidance from regulators to investment banks and a suspension of IPOs have continued to circulate, drawing significant market attention. Some securities firms have received instructions to slow down or even suspend the IPO process, but it's more likely a tightening rather than a "one-size-fits-all" approach. Industry insiders revealed that this move is related to the recent unfavorable performance of the secondary market. Looking at the recent round of measures to temporarily tighten the IPO pace, the China Securities Regulatory Commission (CSRC) stated on August 27, 2023, that it would temporarily tighten the IPO pace based on the market situation at that time to promote a dynamic balance between investment and financing. Rumors of IPO tightening also circulated in September of this year, but this time targeting robotics companies—if their industry position is not prominent enough, the listing process of related companies will be affected. Based on verification and analysis of these rumors, the IPO suspension is not a "one-size-fits-all" approach, but rather a slowdown and tightening, which can be seen as an adjustment between the primary and secondary markets in light of the current market situation.
21:58:54
[US Stocks After Midterm Elections: Strategists Warn Against Over-Optimism] ⑴ Historically, regardless of which party wins, the US stock market typically rises after the midterm elections. However, some Wall Street strategists warn clients against excessive optimism this time. ⑵ From a fundamental perspective, the Democratic Party's expanded political influence may lead to stronger federal and state-level regulation of the artificial intelligence industry, potentially dragging down corporate profit growth. ⑶ Interest rates remain high, raising questions about whether historical patterns will repeat themselves. ⑷ Further analysis reveals that even though historical data shows the stock market typically rises the year following midterm elections, the performance is not always one-sided. ⑸ Data compiled by institutions shows that since the early 1950s, when Republican presidents are in power and Democrats control both houses of Congress, the stock market has performed relatively poorly, with the S&P 500 averaging only 4.9% annually. ⑹ In contrast, when Republican presidents are in power and Congress is bipartisan, the market typically performs better, with the S&P 500 averaging 14% annually. (7) Data from the agency also shows that, historically, midterm election years are the most volatile years in a four-year presidential term, with an average maximum drawdown of nearly 18%. (8) Overall, market trends after midterm elections remain constrained by regulatory expectations and the interest rate environment, limiting the value of historical patterns as a reference.
21:53:29
[US Midterm Election Defeat Highlights the Political Damage of Inflation] ⑴ The Republican Party, led by President Trump, suffered a major setback in the midterm elections, with the Democrats winning both houses of Congress. The election results highlight the politically damaging power of inflation. ⑵ Trump's pre-election approval rating and economic confidence score were near historic lows, with the focus on his economic governance performance. Some consumer confidence indicators even fell to their lowest levels since records began in the 1950s. ⑶ US economic data itself was not weak. The annualized growth rate in the third quarter reached 3.4%, the stock market recently hit a record high, household net wealth was at a historical high, and the unemployment rate was only 4.2%. ⑷ However, inflation has been above the target level for nearly six consecutive years, continuously eroding household purchasing power. In the eyes of voters, Trump's tariff rhetoric and the war with Iran have turned price pressures into an unbearable cost of living crisis. ⑸ The inflationary impact of tariffs was supposed to begin to subside in early 2026, but after the outbreak of the war with Iran on February 28, energy prices soared. The average price of diesel in September exceeded $6.50 per gallon, and gasoline prices exceeded $5 per gallon in June. (6) American voters often make punitive choices regarding the incumbent president's party in midterm elections, but this result is seen as a decisive blow. (7) Since the outbreak of inflation following the pandemic and the 2022 Russia-Ukraine conflict, the cost of living crisis in the United States has continued to escalate, becoming a key factor in Biden's failure to win re-election in 2024. Current inflation levels are already higher than in November 2024. (8) Unlike unemployment, inflation affects everyone, with low-income groups bearing the brunt of the pressure. When price increases exceed wage increases, workers' real income is effectively reduced. (9) A 2024 Harvard University study shows that a minority of people recognize the potential positive trade-offs of rising prices, and inflation is primarily associated with negative economic and social effects. (10) Some academic studies suggest that for every 1 percentage point increase in inflation, the probability of a president gaining positive approval rating decreases by 7 percentage points, while a 1 percentage point increase in the unemployment rate corresponds to a 3 percentage point decrease. (11) Other studies have reached the opposite conclusion, arguing that unemployment has a greater negative impact on public well-being and daily mood than inflation, but the political choices of American voters in 2026 seem to contradict this assessment.
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