CEO Confidence Hits a 15-Month Low, Smartphone Shipments Crash 22%

AfraSimon
10-17 19:34

CEO confidence declined in 4Q26, falling 6 points to 46 to its lowest level since 2Q25 ... the drop in optimism likely reflects rising geopolitical tensions and higher oil prices.

The smartphone market suffered its worst decline on record in the September quarter, after rising memory costs pushed shipments down 22% with worse to come.

$Samsung Electronics Co., Ltd.(SSNLF)$ $Apple(AAPL)$ $Xiaomi Corp.(XIACY)$

Upward pressure on rates persists until either the Fed raises rates above expected AI returns, or expected AI returns fall below the Fed funds rate.

With the consensus still very bullish on AI … investors should expect continued upward pressure on rates.

The top 10 stocks have made up somewhere in the range of 20-25% of the index since 1980. Now it’s 40%. That’s a massive jump in the 2020s. $S&P 500(.SPX)$


Markets are always moving - and sometimes, the best move is knowing what works for you.

With Treasury yields, oil prices and rate expectations keeping markets on edge this week, investors are once again thinking carefully about where to position next. There’s no one-size-fits-all choice in investing — and the same goes for Tiger Merch. This month’s hot picks are in, featuring the Tiger Toiletry Bag, Universal Travel Adapter, Tiger Umbrella and more favourites chosen by fellow Tigers.

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