North Shore Notes · by Kaiyu
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Daily Brief

Daily Macro Brief

Public news, rates curves, and market data mapped into the macro regimes the market has not fully priced. Strong views, no private holdings or trade instructions.

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Not a news digest. I read the logic behind daily market signals and the story behind every move.

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October 29, 2026

Alphabet falls over 12%; Fed holds rates with two votes for a hike

Technology shares weigh on US stocks as Alphabet slumps while Meta and Vertiv rise. The Fed holds rates with two hawkish dissents, US jobless claims fall, and Canadian payroll employment declines.

Alphabet (GOOG): -12.13%US federal funds target range: 3.75% to 4.00%US initial jobless claims: 194,000Canadian payroll employment: -49,600

Vertiv jumps over 13%, oil rebounds and Canada raises rates

U.S. equities edge higher intraday as Vertiv and selected chipmakers lead, while platforms and power producers diverge. WTI climbs above $103 and the Bank of Canada raises rates by 25 basis points amid inflation and growth pressures.

Vertiv: +13.23%Canada overnight rate target: 2.50%WTI continuous futures: US$103.27/barrelWeekly U.S. commercial crude inventory change: -1.9 million barrels

AMD details Meta deployments as Dell leads gains and oil stocks retreat

Chips and data-center equipment lead intraday gains. AMD says Meta has tested Helios systems and plans to invest in its equity offering, while Meta and oil stocks fall as the Fed's two-day meeting begins.

Semiconductor ETF SMH: +2.9%AMD's planned investment in Meta's equity offering: $1 billionDell: +8.44%WTI continuous futures: $99.97/barrel

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