
S10E6 - The Hunt For Red October
Published: October 13, 2025
Duration: 7:52
The big things you need to know:
First, earnings sentiment has been fading for the broader US equity market and is at a critical juncture for the biggest market cap names and Tech sector within the S&P 500.Second, macro signals were mixed from the S&P 500 companies that reported over the past few weeks.Third, our thoughts on Friday’s weakness in the S&P 500.