Salt River Wealth

10/12/2026

Salt River Wealth - Morning Brief
Monday, October 12, 2026

Friday's close
S&P 500: 7,811.54 (+0.59%)
Dow: 51,654.95 (+0.83%)
Nasdaq: 27,366.17 (+0.64%)

What you need to know
- Futures are little changed as Brent holds above $100 after weekend strikes on Riyadh's airport, while Trump says Ukraine and Russia agreed to halt attacks on energy infrastructure (Reuters)
- Q3 earnings season kicks off: JPMorgan, Goldman Sachs, Citigroup and Wells Fargo report starting Tuesday, and FedEx reports after today's close (Reuters, Sharecast)
- September CPI on Wednesday is expected at +0.6% m/m and 3.7% y/y (core 0.2% / 2.5%); the bond market is closed today for Columbus Day while stocks trade normally (Reuters, Quartz)

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Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

10/09/2026

Salt River Wealth - Morning Brief
Friday, October 9

Yesterday's close
S&P 500: 7,765.36 (-0.47%)
Dow: 51,231.64 (+0.10%)
Nasdaq: 27,193.34 (-1.25%)

What you need to know
- Futures point higher as oil eases after the U.S. said no new Iran strikes before the midterms (Reuters)
- AI names rebound after a report that OpenAI expects $70B+ annualized revenue by year-end (Reuters/Investing.com)
- SpaceX spectrum deal weighs on wireless carriers; Delta slips after missing Q3 estimates and cutting guidance (CNBC)

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

10/08/2026

Salt River Wealth - Morning Brief
Thursday, October 8

Yesterday's close:
S&P 500: 7,801.77 (−0.22%)
Dow: 51,179.87 (−0.66%)
Nasdaq: 27,538.69 (−0.22%)

What you need to know:
• Futures point lower as Brent crude jumps after a Persian Gulf tanker attack and Iran strike reports — Quartz / WSJ
• 10-year Treasury yield near 5.35%, highest since 2002, after Waller says more hikes may be needed — Sharecast; Finviz
• PepsiCo beats the quarter but trims full-year EPS growth outlook; jobless claims at 8:30am ET — CNBC

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

10/07/2026

Salt River Wealth - Morning Brief
Wednesday, October 7

Yesterday's close
S&P 500: 7,818.93 (+0.58%)
Dow: 51,521.28 (+0.49%)
Nasdaq: 27,599.79 (+0.45%)

What you need to know
1. Rates in focus: futures slip with the 10-year Treasury yield near 5.33% ahead of today's $39B 10-year auction (Sharecast, Invezz)
2. Minutes from the Fed's September meeting, where it hiked, are out at 11am PT, with Brent crude back above $101 (TipRanks, Investing.com)
3. Premarket movers: SpaceX dips on a reported ~$40B debt raise, and Constellation Brands slides after a soft full-year outlook (Investing.com)

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

10/06/2026

Salt River Wealth - Morning Brief
Tuesday, October 6

Yesterday's close
S&P 500: 7,773.95 (+0.66%)
Dow: 51,267.90 (+0.18%)
Nasdaq: 27,477.31 (+1.05%, a record close)

What you need to know
1. US stock futures point higher after the Nasdaq's record close, as the 30-year Treasury yield eases to 5.63% and Brent crude slips to about $98.58. (Reuters)
2. Fed speakers are today's macro test: NY Fed President Williams at 9:05 ET and Vice Chair Bowman at 10:45 ET, ahead of Wednesday's Fed minutes. (Reuters)
3. Deal and AI-power news leads premarket: Constellation Energy has a long-term nuclear power agreement with Google, and McKesson and CD&R are reported in talks to buy Option Care Health. (CNBC)

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

10/05/2026

Salt River Wealth - Morning Brief
Monday, October 5

Friday’s close
S&P 500: 7,722.72 (+0.7%)
Dow: 51,176.96 (+0.5%)
Nasdaq: 27,190.86 (+1.2%)

What you need to know
• U.S. stock futures eased as tech cooled off Friday’s record highs, with the 10-year Treasury yield near 5.28% and traders seeing about an 80% chance the Fed holds this month after Friday’s weak jobs report (Reuters).
• European fiscal stress in France and Spain pushed the euro to a 16-month low and the dollar near an 18-month high; September ISM services is due this morning and Fed minutes come Wednesday (Dow Jones via Morningstar).
• Premarket movers include PTC on Schneider Electric’s $205-a-share cash takeover offer and U.S.-listed Brazilian banks after Sunday’s election in Brazil (CNBC).

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

10/02/2026

Salt River Wealth - Morning Brief
Friday, October 2

Yesterday’s close
S&P 500: 7,666.45 (+0.19%)
Dow: 50,926.56 (+0.04%)
Nasdaq: 26,871.60 (+0.04%)

What you need to know
• Soft September payrolls (+29k vs ~85k expected) and unemployment at 4.2% have U.S. index futures pointing sharply higher — RTTNews
• Odds of another Fed hike at the late-October meeting plunged to about 14% on CME FedWatch after the labor miss — RTTNews
• Nike is down roughly 10% in premarket after Q1 revenue fell 4% and a high-single-digit FY2027 revenue guide — CNBC

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

10/01/2026

Salt River Wealth - Morning Brief
Thursday, October 1

Yesterday’s close
S&P 500: 7,651.54 (−0.3%)
Dow: 50,906.05 (−0.9%)
Nasdaq: 26,861.06 (+0.2%)

What you need to know
• U.S. stock futures rose into Thursday’s open, with Nasdaq leading as Micron’s outlook lifted chip and AI names even as bond yields stayed elevated (Reuters).
• The 10-year Treasury yield hit its highest since 2002 on inflation and debt concerns, pressuring rate-sensitive names into the cash open (Reuters).
• Softer PCE inflation cut odds of an October Fed hike, while Alphabet rose in premarket after unveiling its Gemini 4 Argon model (Reuters; Investing.com).

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

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09/30/2026

Salt River Wealth - Morning Brief
Wednesday, September 30

Yesterday’s close
S&P 500: 7,670.84 (−0.17%)
Dow: 51,349.92 (−0.26%)
Nasdaq: 26,797.54 (−0.1%)

What you need to know
• U.S. equity futures opened softer as megacap tech eased ahead of today’s data slate — Reuters
• August PCE, income/spending, and final Q2 GDP due 8:30 a.m. ET; economists see annual PCE near 3.7% — Reuters
• Boeing rose premarket after winning the Navy’s next-gen F/A-XX fighter (~$20B) over Northrop Grumman — Reuters

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.

09/29/2026

Salt River Wealth - Morning Brief
Tuesday, September 29

Yesterday's close
S&P 500: 7,683.69 (−0.77%)
Dow: 51,481.51 (−0.67%)
Nasdaq: 26,820.38 (−0.92%)

What you need to know
• U.S. equity futures were little changed overnight after Monday's selloff as traders weighed higher Treasury yields and fresh AI jitters (Investing.com).
• Asian stocks mostly fell and oil extended gains as Strait of Hormuz reopening hopes faded (AFP/France24).
• Markets price a mid-60s chance of another Fed hike in late October, with August JOLTS and Fed speakers due today (CME FedWatch / market briefs).

Securities offered through LPL Financial, Member FINRA/SIPC. Not investment advice.