https://marketseasonality.com/Daily market insights with history and sources.enhttps://marketseasonality.com/insights/fed-hike-meets-29000-job-september/https://marketseasonality.com/insights/fed-hike-meets-29000-job-september/Tue, 06 Oct 2026 06:00:00 GMTThe Fed's first hike of a new cycle came just over two weeks before a weak payrolls print. History after first hikes is mixed for stocks over a month.https://marketseasonality.com/insights/yields-at-24-year-highs-nasdaq-at-records/https://marketseasonality.com/insights/yields-at-24-year-highs-nasdaq-at-records/Tue, 06 Oct 2026 06:00:00 GMTThe 30-year yield closed at its highest in over 24 years on the same day the Nasdaq printed its 23rd record of 2026.https://marketseasonality.com/insights/tariff-threat-up-to-300-percent/https://marketseasonality.com/insights/tariff-threat-up-to-300-percent/Tue, 06 Oct 2026 06:00:00 GMTA rally speech named South Korea, China, Japan and Canada. Past escalation headlines have hit Asian exporters and oil hardest within a week.https://marketseasonality.com/insights/brazil-first-round-surprise-ibovespa/https://marketseasonality.com/insights/brazil-first-round-surprise-ibovespa/Tue, 06 Oct 2026 06:00:00 GMTFlavio Bolsonaro edged Lula in the first round. The runoff is on October 25, and the Ibovespa closed at a record.https://marketseasonality.com/insights/brent-hormuz-risk-premium-opec-hold/https://marketseasonality.com/insights/brent-hormuz-risk-premium-opec-hold/Tue, 06 Oct 2026 06:00:00 GMTOPEC+ held output steady and the Brent-WTI spread widened above $11. Autumn refinery maintenance usually softens crude demand.https://marketseasonality.com/insights/natural-gas-october-window-lng-disruption/https://marketseasonality.com/insights/natural-gas-october-window-lng-disruption/Tue, 06 Oct 2026 06:00:00 GMTOctober has been one of Henry Hub's strongest months in our data. Storage builds are running below average and Qatar extended force majeure into winter.https://marketseasonality.com/insights/gold-holds-despite-multi-decade-high-yields/https://marketseasonality.com/insights/gold-holds-despite-multi-decade-high-yields/Tue, 06 Oct 2026 06:00:00 GMTReal yields would normally weigh on gold. Central-bank buying is one reason the pullback has stayed contained.https://marketseasonality.com/insights/bitcoin-uptober-and-the-halving-clock/https://marketseasonality.com/insights/bitcoin-uptober-and-the-halving-clock/Tue, 06 Oct 2026 06:00:00 GMTOctober has been bitcoin's best month in our data. The current cycle is past the window where previous cycles peaked.https://marketseasonality.com/insights/q3-earnings-season-starts-with-banks/https://marketseasonality.com/insights/q3-earnings-season-starts-with-banks/Tue, 06 Oct 2026 06:00:00 GMTBank results will be the first read on loan demand and trading under a hiking Fed. A $22.6bn deal shows how fast single-stock moves can be.https://marketseasonality.com/insights/euro-17-month-low-french-fiscal-worries/https://marketseasonality.com/insights/euro-17-month-low-french-fiscal-worries/Tue, 06 Oct 2026 06:00:00 GMTFrench fiscal worries hit the CAC 40 while the dollar rose with Treasury yields.https://marketseasonality.com/insights/softs-sugar-surges-cocoa-weak-window/https://marketseasonality.com/insights/softs-sugar-surges-cocoa-weak-window/Tue, 06 Oct 2026 06:00:00 GMTThree soft commodities with very different October records and very different supply stories.https://marketseasonality.com/insights/midterm-year-fourth-quarter/https://marketseasonality.com/insights/midterm-year-fourth-quarter/Tue, 06 Oct 2026 06:00:00 GMT2026 is a US midterm year. Since 1928 the S&P 500 has risen in most midterm-year fourth quarters.