Closing Brief

Sep 23 · 4:30 PM EDT

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Markets showed a cautious tone amid rising volatility, with earnings from CTAS and PAYX meeting expectations. The Megacap Portfolio remains ahead of SPY month-to-date despite broad sector weakness and a surge in fear-driven sentiment.

Market Snapshot

IndexPriceChange
S&P 5007,706.03-0.76%
Dow Jones51,511.59-1.03%
Nasdaq26,936.04-0.69%
Russell 20002,838.66-1.28%
VIX15.17+2.02%
Sentiment:Fear (35)+8 from last week

Sector Performance

Leaders

Materials+1.15%
Energy+0.96%
Cons. Staples+0.62%

Laggards

Utilities-2.24%
Comm. Svc.-1.91%
Real Estate-1.76%

Cross-Asset Moves

10Y Yield

5.11%

+0.15

Gold

$4,319.70

-1.30%

Oil (WTI)

$92.80

-1.89%

Bitcoin

$84,315.10

-2.16%

USD Index

101.11

+0.68%

HYG

$78.10

-0.74%

Earnings Reported Today

SymbolEPSEst.Surprise
CTAS(BMO)$1.39$1.38+0.60%
PAYX(BMO)$1.34$1.35-0.48%

Signal Performance

Megacap Portfolio (2026-09 month-to-date)View signals ›
+6.6% portfolio+0.3% SPY

Current Headlines

Today's Events

Earnings Today

SymbolEPS Est.Rev. Est.
CTAS(BMO)$1.38$3.0B
PAYX(BMO)$1.35$1.7B

Attention turns to tomorrow's earnings releases and any developments from ongoing AI cooperation talks at the UN, which could influence market direction.

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