SignalX Daily — Market briefing

Market tape2026-10-20 · Daily change

S&P 500SPY▲ +0.34%
NASDAQ 100QQQ▼ −0.10%
US 20YTLT▲ +0.84%
GOLDGLD▼ −0.54%
CRUDEUSO▼ −0.12%
NVIDIANVDA▼ −0.29%
APPLEAAPL▼ −1.00%
MICROSOFTMSFT▼ −0.31%
JPMORGANJPM▲ +0.52%
EXXONXOM▼ −0.24%
TSMCTSM▲ +1.16%
ASMLASML▼ −0.99%
TOKYO ELECTRON8035.T▼ −2.56%
TSMC TW2330.TW▼ −0.62%
SAMSUNG005930.KS▼ −2.98%
INPEX1605.T▲ +0.45%

01 · Today

Today's focus

In focus today

Traffic is 95% below typical levels. The disruption has lasted 222 days, with no recovery observed.

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02 · Global market relay

Which sector trends continue across markets?

6 sessions · 2026-09-24

Follow the sequence

Follow the moves, session by session.

Choose a sector and compare its six sessions in sequence.

Stronger than usualWeaker than usualContinuity observedScroll horizontally →

Price moves and activity are z-scores: deviations from the usual level at that time. Lines mark observed temporal and structural continuity, not causation. Europe and NY pre-market overlap in time.

Compare with the original time-window view

Global session clock · Compare time windows

▲ Stronger than usual ▼ Weaker than usual · Values = activity (z)

Stronger Weaker Little change No data

Sector landscape · Most active sectors by market

Top 5 sectors · Price moves and activity (z) · Leading symbols

Tokyo 09:00–15:30 JST

1 Utilities ▼ −0.27z 0.86z 9508.T, 9503.T, 9506.T
2 Real estate ▲ +0.06z 0.63z 3498.T, 8804.T, 3231.T
3 Financials ▼ −0.19z 0.52z 8725.T, 8766.T, 8750.T
4 Communication Services ▼ −0.21z 0.45z 4684.T, 9433.T, 593A.T
5 Energy ▼ −0.15z 0.41z 3315.T, 5021.T, 5019.T

Europe 08:00–16:30 London

1 Communication Services ▼ −0.10z 0.64z ZEG.L, INF.L, RMV.L
2 Financials ▲ +0.02z 0.51z PRU.L, LLOY.L, III.L
3 Utilities ▲ +0.12z 0.37z TEP.L, SSE.L, UU.L
4 Consumer cyclical ▼ −0.03z 0.36z HWDN.L, MKS.L, KGF.L
5 Real estate ▼ −0.05z 0.35z LMP.L, BLND.L, BBOX.L

NY pre-market 04:00–09:30 ET

1 Real estate ▲ +0.14z 0.52z WELL, O, EQIX
2 Consumer cyclical ▼ −0.06z 0.35z BKNG, AZO, TJX
3 Utilities ▲ +0.07z 0.31z AEP, CEG, XEL
4 Communication Services ▲ +0.08z 0.29z META, T, ASTS
5 Industrials ▼ −0.10z 0.23z BE, VRT, AAL

NY regular 09:30–16:00 ET

1 Consumer cyclical ▼ −0.04z 0.89z AZO, NKE, BKNG
2 Energy ▼ −0.19z 0.88z DVN, XOM, VLO
3 Consumer Defensive ▼ −0.33z 0.65z MNST, PEP, PG
4 Healthcare ▲ +0.00z 0.60z MRNA, LLY, PFE
5 Basic Materials ▼ −0.01z 0.58z SHW, AEM, B

NY after-hours 16:00–20:00 ET

1 Utilities ▲ +0.42z 0.79z XEL, AEP, EXC
2 Technology ▼ −0.05z 0.66z MSFT, AMD, INTC
3 Consumer cyclical ▲ +0.01z 0.39z BKNG, AMZN, MCD
4 Consumer Defensive ▼ −0.15z 0.35z COST, MNST, KO
5 Financials ▼ −0.04z 0.26z BRK-B, C, MA

Tokyo next morning 09:00–11:30 JST

1 Financials ▲ +0.14z 0.40z 7182.T, 8725.T, 8750.T
2 Utilities ▲ +0.06z 0.17z 9503.T, 9532.T, 9504.T
3 Real estate ▼ −0.10z 0.14z 8918.T, 3289.T, 3231.T
4 Healthcare ▼ −0.02z 0.08z 4568.T, 4502.T, 4519.T
5 Communication Services ▼ −0.10z 0.06z 4689.T, 9984.T, 593A.T

03 · Human signals

Public statements & markets

See when a statement was published and how prices moved around it.

View original source ↗

Publication timeChange from the last observed pre-event close (%)

Move through time to inspect prices

Prices are actual 15-minute closes, plotted at each bar's end time. The red line marks publication. A price move after publication does not establish that the statement caused it.

Compare observed responses by event type with usual conditions

FOMC statements 3× the usual move · 69 events

3.04×Relative to usual

Presidential document Similar to usual · 156 events

0.97×Relative to usual

Trump posts Similar to usual · 778 events

1.05×Relative to usual

Bessent posts Similar to usual · 252 events

1.04×Relative to usual

Iranian foreign ministry Similar to usual · 212 events

1.15×Relative to usual

China spokesperson / commerce ministry Elevated before and after · 99 events

1.28×Relative to usual

Recent statements Price response not yet measured

2026-10-20 20:36 white_house Congressional Bills H.R. 227, H.R. 837, H.R. 1721, H.R. 2388, H.R. 2481, H.R. 36 Immediate price response: pending

2026-10-20 19:15 TDnet ETF distribution announcement Immediate price response: pending

2026-10-20 18:15 mof_jp Finance Minister Katayama's post-cabinet press conference summary (October 20, 2026) Immediate price response: pending

2026-10-20 18:00 fsa_jp Agenda published for the first study group meeting on digital and decentralized finance. Immediate price response: pending

04 · Supply watch

Shipping & commodity prices

Track shipping conditions and commodity prices across six key passages.

Maritime supply monitor6 straits, canals & capes

UI demo · Fictional data

Normal / higher 2Reduced 2Severely reduced 2Select a passage to explore

ATLANTIC OCEANINDIAN OCEANPACIFIC OCEAN

Schematic routes, not vessel tracksMap: Natural Earth

Traffic × Commodities

Compare vessel traffic and commodity prices

Commodity pricesAll prices are fictional

Move the date slider to inspect values

Fictional data Traffic, waits and prices are fictional UI samples. Prices and traffic share a time axis; this does not establish causation.

View the original observed snapshot 2026-10-11

These are the original observed values. They are separate from the fictional demo above.

Straits	Recent change	Current level	Recovery	Routing	Transits / day	Versus typical
Strait of Hormuz Strait of Hormuz	No new change	Very little traffic	No recovery 0.07	No alternative	4.1	-95%
Bab el-Mandeb Bab el-Mandeb Strait	No new change	Very little traffic	Partial recovery 0.78	Unresolved	28.3	-49%
Suez Canal Suez Canal	No new change	Below usual	Partial recovery 0.55	Diversion in place	41.7	-23%
Cape of Good Hope Cape of Good Hope	No new change	Normal traffic	— —	—	84.0	+70%
Panama Canal Panama Canal	No new change	Well below usual	Partial recovery 0.76	Diversion in place	25.9	-19%
Strait of Malacca Malacca Strait	No new change	Normal traffic	— —	—	233.0	+13%