Cybersecurity threats were by far the top AI-related risk cited by CEOs in @conferenceboard’s 4Q26 survey

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1. #1

   September pending home sales -7.3% m/m vs. -0.5% est. & +0.3% prior … index level dropped to a record low

   Liz Ann SondersLiz Ann Sonders @LizAnnSonders · 19 小时前

   
2. #2

   October @philadelphiafed Services Index dropped to -23.6 vs. –22.0 prior … new orders +2.8 vs -2.2 prior; prices paid +42.1 vs. +37.8 prior; employment +12.0 vs. +19.0 prior

   Liz Ann SondersLiz Ann Sonders @LizAnnSonders · 21 小时前

   
3. #3

   September housing starts -5.2% m/m vs. +1.9% est. & -5.9% prior (rev down from -2.6%) … building permits -0.2% vs. -1.3% est. & -2.1% prior

   Liz Ann SondersLiz Ann Sonders @LizAnnSonders · 21 小时前

   
4. #4

   Private payrolls added an average of 18,500 jobs for four-weeks ending Oct. 3 per @adpresearch, down from last week’s reading of 26,000

   Liz Ann SondersLiz Ann Sonders @LizAnnSonders · 21 小时前

   
5. #5

   For the week ended 10/16/26, large cap ETFs dominated flows … within fixed income, municipals led the category, while small caps experienced the largest outflows @DataArbor

   Liz Ann SondersLiz Ann Sonders @LizAnnSonders · 1 天前

   
6. #6

   S&P 500’s forward P/E has compressed considerably from its October 2025 peak and is now trading slightly below its 10-year average

   Liz Ann SondersLiz Ann Sonders @LizAnnSonders · 1 天前

   

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