The stories that can move Washington and Wall Street, on one screen: war, the border, prices, AI and the spending fight, next to the market gauges that react first. Every number updates from its source on its own. Our view, from the right, is in the boxes marked “Our take.”
VIX fear gauge 28.3 +70.62% today
Elevated Jul 2026: 16.1 Jul 2026: 15.6 Jul 2026: 16.1 Jul 2026: 16.9 Jul 2026: 15.8 Jul 2026: 15.0 Jul 2026: 17.2 Jul 2026: 16.5 Jul 2026: 15.7 Jul 2026: 16.7 Jul 2026: 18.8 Jul 2026: 18.6 Jul 2026: 17.0 Jul 2026: 16.6 Jul 2026: 18.7 Jul 2026: 18.6 Jul 2026: 18.7 Jul 2026: 18.2 Jul 2026: 20.7 Jul 2026: 17.1 Jul 2026: 16.0 Aug 2026: 15.9 Aug 2026: 16.5 Aug 2026: 15.8 Aug 2026: 15.1 Aug 2026: 14.9 Aug 2026: 15.5 Aug 2026: 15.3 Aug 2026: 14.6 Aug 2026: 14.6 Aug 2026: 14.3 Aug 2026: 15.2 Aug 2026: 15.8 Aug 2026: 14.9 Aug 2026: 16.0 Aug 2026: 15.1 Aug 2026: 15.9 Aug 2026: 15.4 Aug 2026: 15.2 Aug 2026: 14.5 Aug 2026: 14.4 Aug 2026: 14.9 Sep 2026: 16.3 Sep 2026: 15.2 Sep 2026: 14.3 Sep 2026: 14.5 Sep 2026: 15.3 Sep 2026: 15.7 Sep 2026: 16.5 Sep 2026: 17.8 Sep 2026: 15.8 Sep 2026: 17.1 Sep 2026: 17.2 Sep 2026: 17.7 Sep 2026: 15.4 Sep 2026: 14.8 Sep 2026: 14.9 Sep 2026: 14.2 Sep 2026: 15.2 Sep 2026: 15.7 Sep 2026: 14.9 Sep 2026: 16.1 Sep 2026: 16.0 Sep 2026: 16.3 Oct 2026: 16.4 Oct 2026: 15.3 Oct 2026: 15.5 Oct 2026: 15.0 Oct 2026: 15.1 Oct 2026: 15.4 Oct 2026: 14.8 Oct 2026: 15.2 Oct 2026: 15.3 Oct 2026: 16.9 Oct 2026: 16.5 Oct 2026: 20.0 Oct 2026: 18.4 Oct 2026: 17.3 Oct 2026: 16.7 Oct 2026: 19.0 Oct 2026: 19.5 Oct 2026: 18.4 Oct 2026: 17.5 Oct 2026: 16.9 Oct 2026: 17.2 Oct 2026: 19.4 Nov 2026: 21.1 Nov 2026: 20.8 Nov 2026: 16.6 Nov 2026: 28.3 Jul 2026 – Nov 2026 How much the S&P 500 is expected to swing over the next month. Above 30 has meant real stress.
Cboe VIX · Nov 5, 2026
S&P 500 7,354 −4.36% today
5.9% off its high Jul 2026: 7483.2 Jul 2026: 7483.2 Jul 2026: 7537.4 Jul 2026: 7503.9 Jul 2026: 7482.7 Jul 2026: 7543.6 Jul 2026: 7575.4 Jul 2026: 7515.3 Jul 2026: 7543.6 Jul 2026: 7572.4 Jul 2026: 7533.8 Jul 2026: 7457.7 Jul 2026: 7443.3 Jul 2026: 7509.2 Jul 2026: 7499.0 Jul 2026: 7408.3 Jul 2026: 7412.0 Jul 2026: 7413.2 Jul 2026: 7428.8 Jul 2026: 7316.1 Jul 2026: 7437.6 Jul 2026: 7489.7 Aug 2026: 7600.5 Aug 2026: 7736.5 Aug 2026: 7723.5 Aug 2026: 7710.0 Aug 2026: 7757.6 Aug 2026: 7753.1 Aug 2026: 7728.2 Aug 2026: 7748.5 Aug 2026: 7799.0 Aug 2026: 7785.8 Aug 2026: 7745.1 Aug 2026: 7691.8 Aug 2026: 7708.0 Aug 2026: 7641.2 Aug 2026: 7674.4 Aug 2026: 7652.9 Aug 2026: 7677.3 Aug 2026: 7675.7 Aug 2026: 7731.0 Aug 2026: 7711.8 Aug 2026: 7686.1 Sep 2026: 7631.5 Sep 2026: 7666.6 Sep 2026: 7747.7 Sep 2026: 7718.6 Sep 2026: 7673.5 Sep 2026: 7636.4 Sep 2026: 7591.7 Sep 2026: 7657.0 Sep 2026: 7620.0 Sep 2026: 7585.7 Sep 2026: 7551.8 Sep 2026: 7637.8 Sep 2026: 7650.5 Sep 2026: 7764.7 Sep 2026: 7764.6 Sep 2026: 7706.0 Sep 2026: 7704.1 Sep 2026: 7743.4 Sep 2026: 7683.7 Sep 2026: 7670.8 Sep 2026: 7651.5 Oct 2026: 7666.5 Oct 2026: 7722.7 Oct 2026: 7774.0 Oct 2026: 7818.9 Oct 2026: 7801.8 Oct 2026: 7765.4 Oct 2026: 7811.5 Oct 2026: 7807.2 Oct 2026: 7805.5 Oct 2026: 7718.9 Oct 2026: 7744.1 Oct 2026: 7659.4 Oct 2026: 7690.7 Oct 2026: 7712.6 Oct 2026: 7757.2 Oct 2026: 7663.4 Oct 2026: 7623.7 Oct 2026: 7676.8 Oct 2026: 7722.6 Oct 2026: 7744.0 Oct 2026: 7720.4 Oct 2026: 7580.1 Nov 2026: 7541.4 Nov 2026: 7568.9 Nov 2026: 7688.6 Nov 2026: 7353.7 Jul 2026 – Nov 2026 Measured against its highest close in the past year.
S&P 500 · Nov 5, 2026
Crude oil $90.54 +2.75% today
Up 1% in a month Jul 2026: $68.58 Jul 2026: $68.69 Jul 2026: $68.55 Jul 2026: $70.44 Jul 2026: $73.52 Jul 2026: $72.08 Jul 2026: $71.41 Jul 2026: $78.14 Jul 2026: $79.34 Jul 2026: $79.60 Jul 2026: $78.95 Jul 2026: $82.49 Jul 2026: $83.23 Jul 2026: $84.91 Jul 2026: $86.83 Jul 2026: $92.19 Jul 2026: $89.31 Jul 2026: $82.61 Jul 2026: $79.26 Jul 2026: $84.46 Jul 2026: $83.59 Jul 2026: $84.67 Aug 2026: $80.34 Aug 2026: $75.77 Aug 2026: $75.22 Aug 2026: $77.29 Aug 2026: $78.18 Aug 2026: $82.13 Aug 2026: $83.20 Aug 2026: $83.27 Aug 2026: $81.25 Aug 2026: $82.40 Aug 2026: $84.50 Aug 2026: $84.94 Aug 2026: $85.83 Aug 2026: $87.83 Aug 2026: $87.06 Aug 2026: $85.01 Aug 2026: $82.36 Aug 2026: $82.23 Aug 2026: $83.53 Aug 2026: $83.40 Aug 2026: $85.76 Sep 2026: $90.22 Sep 2026: $91.01 Sep 2026: $91.30 Sep 2026: $91.48 Sep 2026: $93.03 Sep 2026: $96.05 Sep 2026: $102.48 Sep 2026: $100.05 Sep 2026: $101.39 Sep 2026: $105.83 Sep 2026: $102.43 Sep 2026: $101.91 Sep 2026: $100.30 Sep 2026: $95.78 Sep 2026: $94.59 Sep 2026: $92.16 Sep 2026: $94.61 Sep 2026: $92.41 Sep 2026: $92.60 Sep 2026: $89.38 Sep 2026: $90.42 Oct 2026: $92.87 Oct 2026: $91.11 Oct 2026: $89.43 Oct 2026: $89.44 Oct 2026: $88.28 Oct 2026: $91.49 Oct 2026: $91.85 Oct 2026: $93.74 Oct 2026: $94.14 Oct 2026: $95.09 Oct 2026: $97.97 Oct 2026: $101.41 Oct 2026: $103.66 Oct 2026: $101.79 Oct 2026: $97.15 Oct 2026: $99.47 Oct 2026: $103.27 Oct 2026: $101.76 Oct 2026: $99.90 Oct 2026: $102.78 Oct 2026: $102.00 Oct 2026: $104.12 Nov 2026: $96.46 Nov 2026: $96.09 Nov 2026: $88.12 Nov 2026: $90.54 Jul 2026 – Nov 2026 WTI, dollars a barrel. The fastest way a Middle East war reaches American wallets.
WTI crude · Nov 5, 2026
Gold $4,098 +0.60% today
Up 3% in a year Jul 2026: $4082.40 Jul 2026: $4125.70 Jul 2026: $4167.50 Jul 2026: $4157.40 Jul 2026: $4082.40 Jul 2026: $4140.80 Jul 2026: $4113.70 Jul 2026: $4005.70 Jul 2026: $4069.70 Jul 2026: $4051.80 Jul 2026: $3992.10 Jul 2026: $4018.80 Jul 2026: $4015.90 Jul 2026: $4076.40 Jul 2026: $4151.90 Jul 2026: $4050.20 Jul 2026: $4070.80 Jul 2026: $4077.00 Jul 2026: $4038.70 Jul 2026: $4036.30 Jul 2026: $4100.10 Jul 2026: $4107.00 Aug 2026: $4090.50 Aug 2026: $4152.60 Aug 2026: $4305.20 Aug 2026: $4299.60 Aug 2026: $4399.70 Aug 2026: $4419.70 Aug 2026: $4441.10 Aug 2026: $4467.50 Aug 2026: $4420.40 Aug 2026: $4437.30 Aug 2026: $4473.70 Aug 2026: $4420.60 Aug 2026: $4545.30 Aug 2026: $4571.40 Aug 2026: $4680.60 Aug 2026: $4697.80 Aug 2026: $4694.50 Aug 2026: $4653.30 Aug 2026: $4664.00 Aug 2026: $4529.90 Aug 2026: $4481.50 Sep 2026: $4396.40 Sep 2026: $4414.60 Sep 2026: $4539.90 Sep 2026: $4476.60 Sep 2026: $4439.00 Sep 2026: $4460.70 Sep 2026: $4407.30 Sep 2026: $4408.90 Sep 2026: $4351.90 Sep 2026: $4332.80 Sep 2026: $4387.50 Sep 2026: $4399.70 Sep 2026: $4424.90 Sep 2026: $4383.90 Sep 2026: $4376.40 Sep 2026: $4318.40 Sep 2026: $4298.00 Sep 2026: $4321.20 Sep 2026: $4168.40 Sep 2026: $4179.70 Sep 2026: $4186.70 Oct 2026: $4202.30 Oct 2026: $4162.30 Oct 2026: $4156.80 Oct 2026: $4187.10 Oct 2026: $4140.70 Oct 2026: $4157.00 Oct 2026: $4216.30 Oct 2026: $4190.60 Oct 2026: $4177.30 Oct 2026: $4107.90 Oct 2026: $4170.10 Oct 2026: $4181.10 Oct 2026: $4160.10 Oct 2026: $4142.60 Oct 2026: $4150.00 Oct 2026: $4060.40 Oct 2026: $4007.90 Oct 2026: $4038.40 Oct 2026: $4074.60 Oct 2026: $4051.60 Oct 2026: $4031.40 Oct 2026: $3898.90 Nov 2026: $3969.60 Nov 2026: $3940.40 Nov 2026: $4073.00 Nov 2026: $4097.50 Jul 2026 – Nov 2026 Dollars an ounce. Money runs to gold when investors fear war, inflation or a weaker dollar.
Gold futures · Nov 5, 2026
10-year Treasury yield 4.84% −0.06 today
High Jul 2026: 4.5% Jul 2026: 4.5% Jul 2026: 4.5% Jul 2026: 4.5% Jul 2026: 4.6% Jul 2026: 4.5% Jul 2026: 4.6% Jul 2026: 4.6% Jul 2026: 4.6% Jul 2026: 4.5% Jul 2026: 4.6% Jul 2026: 4.5% Jul 2026: 4.6% Jul 2026: 4.6% Jul 2026: 4.7% Jul 2026: 4.7% Jul 2026: 4.7% Jul 2026: 4.6% Jul 2026: 4.6% Jul 2026: 4.6% Jul 2026: 4.7% Jul 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.6% Aug 2026: 4.6% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.6% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.6% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.7% Aug 2026: 4.8% Sep 2026: 4.8% Sep 2026: 4.8% Sep 2026: 4.8% Sep 2026: 4.8% Sep 2026: 4.8% Sep 2026: 4.8% Sep 2026: 4.9% Sep 2026: 5.0% Sep 2026: 5.0% Sep 2026: 5.0% Sep 2026: 5.0% Sep 2026: 4.9% Sep 2026: 5.0% Sep 2026: 5.0% Sep 2026: 5.0% Sep 2026: 5.1% Sep 2026: 5.2% Sep 2026: 5.2% Sep 2026: 5.2% Sep 2026: 5.3% Sep 2026: 5.3% Oct 2026: 5.2% Oct 2026: 5.3% Oct 2026: 5.3% Oct 2026: 5.3% Oct 2026: 5.3% Oct 2026: 5.2% Oct 2026: 5.2% Oct 2026: 5.2% Oct 2026: 5.2% Oct 2026: 5.2% Oct 2026: 5.1% Oct 2026: 5.1% Oct 2026: 5.1% Oct 2026: 5.1% Oct 2026: 5.1% Oct 2026: 5.0% Oct 2026: 5.0% Oct 2026: 5.0% Oct 2026: 5.0% Oct 2026: 5.0% Oct 2026: 5.0% Oct 2026: 4.9% Nov 2026: 4.9% Nov 2026: 5.0% Nov 2026: 4.9% Nov 2026: 4.8% Jul 2026 – Nov 2026 What Washington pays to borrow for ten years. It sets the tone for mortgage and car-loan rates.
10-year yield · Nov 5, 2026
Yield curve (10y − 2y) +0.32 pts
Normal Feb 2026: +0.6 Feb 2026: +0.6 Feb 2026: +0.6 Feb 2026: +0.6 Feb 2026: +0.6 Feb 2026: +0.6 Feb 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.5 Mar 2026: +0.6 Mar 2026: +0.6 Mar 2026: +0.5 Mar 2026: +0.5 Mar 2026: +0.5 Mar 2026: +0.5 Mar 2026: +0.5 Mar 2026: +0.5 Mar 2026: +0.5 Mar 2026: +0.5 Mar 2026: +0.6 Mar 2026: +0.5 Mar 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.6 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.6 Apr 2026: +0.5 Apr 2026: +0.5 Apr 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.4 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 May 2026: +0.5 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.4 Jun 2026: +0.3 Jun 2026: +0.3 Jun 2026: +0.3 Jun 2026: +0.3 Jun 2026: +0.3 Jun 2026: +0.3 Jun 2026: +0.3 Jun 2026: +0.3 Jun 2026: +0.3 Jul 2026: +0.3 Jul 2026: +0.3 Jul 2026: +0.3 Jul 2026: +0.4 Jul 2026: +0.3 Jul 2026: +0.4 Jul 2026: +0.3 Jul 2026: +0.4 Jul 2026: +0.4 Jul 2026: +0.4 Jul 2026: +0.4 Jul 2026: +0.4 Jul 2026: +0.4 Jul 2026: +0.4 Jul 2026: +0.4 Jul 2026: +0.3 Jul 2026: +0.4 Jul 2026: +0.3 Jul 2026: +0.3 Jul 2026: +0.5 Jul 2026: +0.5 Jul 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.4 Aug 2026: +0.5 Aug 2026: +0.4 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.5 Aug 2026: +0.4 Aug 2026: +0.4 Sep 2026: +0.4 Sep 2026: +0.4 Sep 2026: +0.4 Sep 2026: +0.4 Sep 2026: +0.4 Sep 2026: +0.4 Sep 2026: +0.4 Sep 2026: +0.3 Sep 2026: +0.3 Sep 2026: +0.3 Sep 2026: +0.3 Sep 2026: +0.3 Sep 2026: +0.3 Sep 2026: +0.2 Sep 2026: +0.3 Sep 2026: +0.3 Sep 2026: +0.3 Sep 2026: +0.4 Sep 2026: +0.3 Sep 2026: +0.4 Sep 2026: +0.4 Oct 2026: +0.5 Oct 2026: +0.5 Oct 2026: +0.5 Oct 2026: +0.5 Oct 2026: +0.5 Oct 2026: +0.5 Oct 2026: +0.4 Oct 2026: +0.4 Oct 2026: +0.4 Oct 2026: +0.3 Oct 2026: +0.3 Oct 2026: +0.4 Oct 2026: +0.3 Oct 2026: +0.3 Oct 2026: +0.3 Oct 2026: +0.3 Oct 2026: +0.3 Oct 2026: +0.3 Oct 2026: +0.4 Oct 2026: +0.4 Oct 2026: +0.4 Nov 2026: +0.3 Nov 2026: +0.3 Nov 2026: +0.3 Feb 2026 – Nov 2026 When short-term rates top long-term ones (inverted), a recession has often followed within two years.
Treasury, via FRED · Nov 4, 2026
Junk bond spread 3.32 pts
Tight (confident) Feb 2026: 3.1 Mar 2026: 3.0 Mar 2026: 3.1 Mar 2026: 3.0 Mar 2026: 3.0 Mar 2026: 3.1 Mar 2026: 3.2 Mar 2026: 3.1 Mar 2026: 3.1 Mar 2026: 3.2 Mar 2026: 3.3 Mar 2026: 3.3 Mar 2026: 3.2 Mar 2026: 3.2 Mar 2026: 3.3 Mar 2026: 3.2 Mar 2026: 3.2 Mar 2026: 3.2 Mar 2026: 3.2 Mar 2026: 3.2 Mar 2026: 3.4 Mar 2026: 3.5 Mar 2026: 3.3 Apr 2026: 3.2 Apr 2026: 3.2 Apr 2026: 3.1 Apr 2026: 3.0 Apr 2026: 3.1 Apr 2026: 2.9 Apr 2026: 2.9 Apr 2026: 2.9 Apr 2026: 3.0 Apr 2026: 2.8 Apr 2026: 2.9 Apr 2026: 2.9 Apr 2026: 2.8 Apr 2026: 2.9 Apr 2026: 2.9 Apr 2026: 2.8 Apr 2026: 2.9 Apr 2026: 2.9 Apr 2026: 2.8 Apr 2026: 2.9 Apr 2026: 2.8 Apr 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.8 May 2026: 2.9 May 2026: 2.8 May 2026: 2.8 May 2026: 2.7 May 2026: 2.7 May 2026: 2.7 May 2026: 2.7 May 2026: 2.7 May 2026: 2.7 May 2026: 2.7 Jun 2026: 2.7 Jun 2026: 2.7 Jun 2026: 2.8 Jun 2026: 2.7 Jun 2026: 2.8 Jun 2026: 2.8 Jun 2026: 2.8 Jun 2026: 2.8 Jun 2026: 2.8 Jun 2026: 2.7 Jun 2026: 2.7 Jun 2026: 2.7 Jun 2026: 2.6 Jun 2026: 2.7 Jun 2026: 2.7 Jun 2026: 2.6 Jun 2026: 2.7 Jun 2026: 2.8 Jun 2026: 2.8 Jun 2026: 2.8 Jun 2026: 2.8 Jun 2026: 2.8 Jul 2026: 2.7 Jul 2026: 2.8 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.7 Jul 2026: 2.8 Jul 2026: 2.8 Jul 2026: 2.8 Jul 2026: 2.8 Jul 2026: 2.9 Jul 2026: 2.8 Jul 2026: 2.9 Aug 2026: 2.8 Aug 2026: 2.7 Aug 2026: 2.8 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.8 Aug 2026: 2.7 Aug 2026: 2.8 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.7 Aug 2026: 2.6 Aug 2026: 2.6 Aug 2026: 2.6 Sep 2026: 2.6 Sep 2026: 2.7 Sep 2026: 2.6 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.6 Sep 2026: 2.7 Sep 2026: 2.8 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.7 Sep 2026: 2.8 Sep 2026: 2.9 Sep 2026: 3.0 Sep 2026: 3.1 Sep 2026: 3.1 Oct 2026: 3.2 Oct 2026: 3.1 Oct 2026: 3.1 Oct 2026: 3.0 Oct 2026: 3.1 Oct 2026: 3.1 Oct 2026: 3.1 Oct 2026: 3.1 Oct 2026: 3.2 Oct 2026: 3.3 Oct 2026: 3.2 Oct 2026: 3.3 Oct 2026: 3.3 Oct 2026: 3.3 Oct 2026: 3.3 Oct 2026: 3.4 Oct 2026: 3.4 Oct 2026: 3.3 Oct 2026: 3.2 Oct 2026: 3.1 Oct 2026: 3.3 Oct 2026: 3.4 Nov 2026: 3.4 Nov 2026: 3.4 Nov 2026: 3.3 Feb 2026 – Nov 2026 Extra interest risky companies pay over Treasurys. It widens fast when lenders get scared.
ICE BofA, via FRED · Nov 4, 2026
Bitcoin $75,759 +0.00% today
Trades around the clock, so it often moves first on weekend news.
BTC-USD · Nov 5, 2026
U.S. dollar index 101.62 +0.11% today
The dollar against six major currencies. A falling dollar raises import prices.
Dollar index · Nov 5, 2026
Presidential approval −26
Apr 2026: -16.2 Apr 2026: -16.7 Apr 2026: -19.2 Apr 2026: -18.1 May 2026: -18.0 May 2026: -18.0 May 2026: -17.6 May 2026: -17.8 Jun 2026: -16.7 Jun 2026: -16.8 Jun 2026: -17.1 Jun 2026: -17.7 Jun 2026: -17.0 Jul 2026: -17.0 Jul 2026: -16.4 Jul 2026: -11.0 Aug 2026: -13.5 Aug 2026: -17.4 Sep 2026: -16.5 Sep 2026: -16.5 Sep 2026: -18.2 Sep 2026: -14.0 Oct 2026: -26.1 Apr 2026 – Oct 2026 net approval (36% approve, 62% disapprove)
Polls via VoteHub (CC BY 4.0) · Oct 6, 2026
Crude oil $90.54 +2.75% today WTI, dollars a barrel. The fastest way a Middle East war reaches American wallets. Source Gas, national average $4.15 a gallon of regular, national average (Nov 2, 2026). Down $0.20 from a month earlier. Source The United States and Israel began strikes on Iran on February 28, 2026. A ceasefire brokered by Pakistan took effect in April, followed by further rounds of strikes and retaliation over the summer.
Shipping through the Strait of Hormuz, the route for roughly a fifth of the world's oil, has been heavily disrupted, which is why oil and gasoline prices are part of this story at home.
Background as of Nov 4, 2026, reviewed weekly. Sources: GlobalSecurity.org operations log · Al Jazeera, Aug 31 · Al Jazeera, Oct 4 · EIA on Hormuz
Our take Oil is climbing again, which is exactly the leverage Tehran wants. Keep the Strait of Hormuz open, keep the pressure on the regime and pump more American oil. A Democratic Congress that ties the President's hands now would only reward Iran. Opinion What prediction markets expect Follow it yourself: Defense Department releases · EIA oil market updates · Full Iran tracker
Border Immigration and the border Our take Deportations of criminal illegal immigrants should keep going no matter who holds the gavel. Expect House Democrats to go after ICE's budget; Republicans should make them vote on it in public. Opinion What prediction markets expect Follow it yourself: CBP border encounter statistics · ICE enforcement statistics · DHS press releases
Cost of living Inflation and prices Inflation, past year 3.7% prices vs. a year earlier (September). Faster than the month before (3.4%). Source 30-year mortgage rate 7.18% 30-year fixed mortgage (Nov 5, 2026). Down 0.22 pts from a month earlier. Source Our take Prices are still rising faster than the Fed's 2% target. A new round of Democratic spending is the last thing families need; the fix is less borrowing and more American energy. Opinion Follow it yourself: BLS consumer price index · AAA gas prices by state · Prices on the issues tracker
Tech Artificial intelligence Nvidia $181.60 −9.26% today The chipmaker at the center of the AI build-out. Down 7% in a year. Source Microsoft $535.93 −3.58% today One of the biggest spenders on AI data centers. Source Our take America has to win the AI race against China, and that means power plants, chips and light-touch rules, not fifty different state regulators. Watch for a Democratic Congress trying to slow the build-out. Opinion What prediction markets expect Follow it yourself: AI bills in Congress · Commerce Dept. AI standards (NIST)
Economy Jobs and recession risk Unemployment rate 4.2% unemployment rate (September). −0.2 pts vs. a year earlier. Source Yield curve (10y − 2y) +0.32 pts When short-term rates top long-term ones (inverted), a recession has often followed within two years. Source Our take Jobs are holding up. Keep taxes low and regulations light, and don't let a new Congress raise taxes on the businesses doing the hiring. Opinion What prediction markets expect Follow it yourself: BLS jobs report · Weekly jobless claims · Markets and the economy
Rivals China, Taiwan and trade Our take China is the rival that matters most. Tariffs and export controls on chips are leverage; giving them up for nothing would be a mistake. Opinion What prediction markets expect Follow it yourself: U.S. Trade Representative
Our take Peace through strength: a deal that ends the war has to be one Moscow can't simply tear up in two years. Europe should be carrying more of the cost. Opinion What prediction markets expect Follow it yourself: State Department press releases