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Weekly Markets Recap: Stocks Rebound, Nvidia CEO Quits, 10-Year Yield Near 5.10% (Nov 9–12, 2026)

Four sessions to Thursday's close: DAX +3.69%, Nasdaq +3.20%, S&P 500 +2.92%, STOXX 600 +2.42%. Hot CPI, Nvidia's CEO exit, oil, gold and next week's calendar.

  • MPI
  • 13th November 2026
  • Stocks

Lowe’s Q3 2026 Earnings Preview: What to Watch on November 18

Chart of Lowe's adjusted EPS growth against the same quarter a year earlier: Q3 2025 +5.9%, Q4 2025 +2.6%, Q1 2026 +3.8%, Q2 2026 +1.6%, Q3 2026 consensus -6.5%, and the second half of 2026 implied by guidance -4.4%

Lowe's reports Q3 2026 results on November 18. The recent quarters against their year-earlier quarters, what full-year guidance implies for the second half, consensus, the dividend, and what to watch.

  • MPI
  • 13th November 2026
  • News

Markets Before the Open: Nvidia CEO Resigns, 10-Year Yield at 5.10%, PPI Due (Nov 13, 2026)

Bar chart of daily index changes: Dow Jones -0.36%, S&P 500 -0.35%, Russell 2000 -1.66%, Nasdaq Composite -0.39% and CAC 40 +0.34%, DAX +0.41%, STOXX 600 +0.14%, FTSE 100 +0.25% on Thursday, November 12, 2026; Taiex +1.7%, Kospi -0.5%, Nikkei 225 +0.54%, Shanghai Composite +0.2%, ASX 200 -0.7%, Hang Seng -0.9% on Friday, November 13, 2026

Wall Street fell on Thursday after Nvidia’s CEO resigned, with the 10-year Treasury yield back above 5%. Closes, rates, oil, gold and today’s calendar, November 13, 2026.

  • MPI
  • 13th November 2026
  • Smart money

Chowder Rule Explained: How to Calculate the Chowder Number, With 3 Worked Examples (2026)

Bar chart of the Chowder Number (dividend yield plus 5-year dividend growth) for three companies: Procter & Gamble 7.2 against a threshold of 15, Allianz 15.9 against 12, and Duke Energy 5.3 against 8

A plain-English guide to the Chowder Rule: how to calculate the Chowder Number, the commonly quoted thresholds, three worked examples with real figures, and where the rule misleads.

  • MPI
  • 12th November 2026
  • Stocks

Home Depot Q3 Fiscal 2026 Earnings Preview: What to Watch on November 17

Chart of Home Depot's adjusted EPS growth against the same quarter a year earlier: Q3 fiscal 2025 -1.1%, Q4 fiscal 2025 -13.1% (13 weeks against 14), Q1 fiscal 2026 -3.7%, Q2 fiscal 2026 +5.1%, Q3 fiscal 2026 consensus +3.2%, and the second half of fiscal 2026 implied by guidance at -1.9% to +7.3%

Home Depot reports Q3 fiscal 2026 results on November 17. The recent quarters against their year-earlier quarters, what full-year guidance implies for the second half, consensus, the dividend, and what to watch.

  • MPI
  • 12th November 2026
  • News

Markets Before the Open: S&P 500 Gains 1.3%, Nvidia Slides After Hours on CEO Report (Nov 12, 2026)

Bar chart of daily index changes: Dow Jones +0.49%, S&P 500 +1.31%, Russell 2000 +0.88%, Nasdaq Composite +1.60% and CAC 40 +0.66%, DAX +1.20%, STOXX 600 +0.72%, FTSE 100 +0.78% on Wednesday, November 11, 2026; Taiex -2.6%, Kospi -0.2%, Nikkei 225 -0.7%, Shanghai Composite -0.6%, ASX 200 -0.1%, Hang Seng -1.2% on Thursday, November 12, 2026

Wall Street rallied on Wednesday as CoreWeave lifted AI stocks, but Nvidia fell about 8.6% after hours on a report its board may remove its CEO. Closes, rates, oil and today's calendar, November 12, 2026.

  • MPI
  • 12th November 2026
  • Stocks

Munich Re Q3 2026 Earnings Preview: What to Watch on November 12

Bar chart of Munich Re net result per quarter in EUR million against the same quarter a year earlier: Q3 2025 1,997 vs 907 (+120.2%), Q4 2025 945 vs 1,068 (-11.5%), Q1 2026 1,714 vs 1,094 (+56.7%), Q2 2026 2,211 vs 2,085 (+6.0%), and the preliminary Q3 2026 result of about 1,700 vs 1,997 (about -15%, my arithmetic)

Munich Re reports Q3 2026 on November 12. The last four quarters against their year-earlier quarters, the pre-announced profit of about €1.7 billion, the €24 dividend and what to watch.

  • MPI
  • 11th November 2026
  • Stocks

Franco-Nevada Q3 2026 Earnings Preview: Consensus, Cobre Panamá and the Dividend

Bar chart of Franco-Nevada adjusted EPS growth, each quarter against the same quarter a year earlier: Q3 2025 +79% ($1.43 vs $0.80), Q4 2025 +95% ($1.85 vs $0.95), Q1 2026 +122% ($2.38 vs $1.07), Q2 2026 +46% ($1.81 vs $1.24), and the Q3 2026 analyst consensus of +24% ($1.77 vs $1.43, my arithmetic)

Franco-Nevada reports Q3 2026 results on November 11, 2026. The last four quarters against their year-earlier quarters, the consensus, what 2026 guidance implies, the $0.44 dividend and what to watch.

  • MPI
  • 11th November 2026
  • News

Markets Before the Open: Hot CPI Lifts Rate-Hike Bets, 10-Year Yield Near 5% (Nov 11, 2026)

Bar chart of daily index changes: Dow Jones -0.30%, S&P 500 -0.38%, Russell 2000 -0.68%, Nasdaq Composite -0.74% and CAC 40 +0.55%, DAX +0.31%, STOXX 600 +0.27%, FTSE 100 -0.29% on Tuesday, November 10, 2026; Taiex +3.6%, Kospi +2.4%, Nikkei 225 +1.3%, Shanghai Composite +0.6%, ASX 200 +0.3%, Hang Seng -0.7% on Wednesday, November 11, 2026

Hotter-than-expected US inflation lifted rate-hike bets and pushed the 10-year yield toward 5% as Wall Street closed lower on Tuesday, while Asia rebounded. Closes, rates, oil and today's calendar, November 11, 2026.

  • MPI
  • 11th November 2026
  • Stocks

Allianz Q3 2026 Earnings Preview: Consensus, the Outlook and the Dividend

Bar chart of Allianz group operating profit in EUR million, each quarter against the same quarter a year earlier: Q3 2025 4,433 vs 3,938 (+12.6%); Q4 2025 4,297 vs 4,174 (+3.0%); Q1 2026 4,517 vs 4,238 (+6.6%); Q2 2026 4,874 vs 4,406 (+10.6%); and the Q3 2026 analyst consensus of 4,297 vs 4,433 (-3.1%, my arithmetic)

Allianz reports Q3 2026 results on November 12, 2026. The last four quarters against their year-earlier quarters, the company-compiled consensus, what the 2026 target implies, the €17.10 dividend and what to watch.

  • MPI
  • 10th November 2026
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Recent Posts

  • Weekly Markets Recap: Stocks Rebound, Nvidia CEO Quits, 10-Year Yield Near 5.10% (Nov 9–12, 2026)
  • Lowe’s Q3 2026 Earnings Preview: What to Watch on November 18
  • Markets Before the Open: Nvidia CEO Resigns, 10-Year Yield at 5.10%, PPI Due (Nov 13, 2026)
  • Chowder Rule Explained: How to Calculate the Chowder Number, With 3 Worked Examples (2026)
  • Home Depot Q3 Fiscal 2026 Earnings Preview: What to Watch on November 17

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