Market Pulse
The day's Market Pulse editions: overview, equities, sector, macro, commodities and physical.
Closes as of 2026-10-02. The written desk editions are at /markets/pulse: dated, one per desk, written each weekday. This page is not a summary of them. It is a live reading of the four tools below it. Direction is shown by colour and is not good or bad.
Market state
Strong but narrow
The headline index rose, but fewer of the tracked indices confirm it, or the cap-weighted index outran the equal-weight fund by a material margin.
Decided from: S&P 500 +0.73% over one session; 3 of 8 tracked indices above their 50-day average; cap weight minus equal weight +0.38 points; defensive sectors minus cyclical sectors -0.54 points.
Headline markets
- S&P 500 7,722.72+0.73%
- Nasdaq Composite 27,190.86+1.19%
- Dow Jones 51,176.96+0.49%
- Russell 2000 2,832.89+0.94%
3 of 8 tracked indices above their 50-day average.
Primary tension
S&P 500
+0.73% up
Broad Commodities (DBC)
-0.64% down
Equities did better than the commodity basket.
S&P 500
+0.73% up
Dollar Index
-0.20% down
Equities did better than the dollar.
S&P 500
+0.73% up
S&P 500 Equal Weight
+0.35% up
Both moved the same way, so the day was not about company size.
Leadership
- Consumer Discretionary+1.13%
- Technology+1.01%
- Industrials+0.78%
- Materials+0.66%
Counterweights
No sector moved beyond the flat band downward.
Macro
- Fed Funds Rate3.88%
+0.00 pp on the day. Period 2026-10-01.
- 10Y Yield5.28%
+0.76% on the day. Period 2026-10-02.
- Dollar Index101.89
-0.20% on the day. Period 2026-10-02.
- CPI Inflation3.4%
+0.05 pp over the month. Period 2026-08-01.
Real economy
- Unemployment Rate4.2%
+0.10 pp over the month. Period 2026-09-01.
- Nonfarm Payrolls159044 k
+29.00 k over the month. Period 2026-09-01.
- US Real GDP2.2%
-0.23 pp over the year. Period 2026-04-01.
The four tools
What this page does not have
- No stored equal-weight constituent history, so the cap-weight against equal-weight tension is one session's fund move against an index level, not a measure of how much the largest companies contributed.
- Breadth is measured over the tracked indices and not over index constituents, so it is never drawn as a share of the S&P 500's stocks.
- No intraday series, so participation cannot be shown deteriorating through the session.
- Real-economy readings are published monthly or quarterly observations, shown with the period they describe; there is no real-time activity series and no PMI, because ISM is licensed.
Market moves
as of Oct 5, 2026, 4:58 AM EDT| Symbol | Price | 1D | Watched by |
|---|---|---|---|
| 370.59 | +4.65% | ||
| 81.01 | +2.90% | ||
| 343.5 | +1.56% | ||
| 89.87 | -1.36% | ||
| 233.95 | +1.34% | ||
| 251.52 | +1.33% | ||
| 333.69 | +1.02% | ||
| 749.58 | +1.02% | ||
| 199.81 | +1.01% | ||
| 6.61 | +0.95% | ||
| 517.53 | +0.92% | ||
| 281.52 | +0.90% | ||
| 769.64 | +0.74% | ||
| 380.14 | -0.68% | ||
| 511.1 | +0.49% | ||
| 77.48 | -0.30% | ||
| 86,236.51 | -0.28% | ||
| 62.82 | +0.19% | ||
| 2,721.6 | -0.18% | ||
| 3.04 | +0.07% | ||
| 53.49 | +0.06% | ||
| 31,071.75 | +0.03% | ||
| 7,776 | -0.02% | ||
| 166.18 | -0.01% |
Major Indices - % change
Click a name in the legend to show or hide it.