📡 Spectrum held. Banks next.
BONUS: CCI +15.6%, TMUS −13%; JPM Tue ~7am ET kicks bank week ‌
MARKET SIGNAL REPORT
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FRI OCT 9  RECAP · CLOSE · SPY ▲0.60%   QQQ ▲0.49%   DIA ▲0.87%   IWM ▲0.49%
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KEY TAKES

 

THE CLOSE

 

Friday closed with SPY at 778.57 (+0.60%), QQQ 751.27 (+0.49%), DIA 516.11 (+0.87%), IWM 278.94 (+0.49%). The 3 PM read held: carriers did not bounce into the bell, and towers did not give back the SpaceX Grain premium — CCI finished +15.6% (from mid-session ~+12%), AMT +9.3%, while TMUS closed −13.3%. Soft indexes still masked a wireless re-price, not a broad risk-on. Humana’s Stars recovery also stuck (+13.0%). The 3 PM “Wrong if” — carriers bounce, towers fade — did not print.

TOMORROW'S SETUP

 

Mon Oct 12 — Equities open (Columbus Day: Fed statistical releases shift to Tuesday; stocks trade). No major confirmed earnings Monday — quiet tape into Tuesday’s bank stack.

Tue Oct 13 ~7:00 AM ET — JPM Q3 print (call 8:30 AM ET). Also BMO: UNH, GS, WFC, JNJ, DPZ, C — bank week starts.

Wed Oct 14 8:30 AM ET — US CPI (Sep). Midweek inflation into the bank prints.

ONE TO WATCH TOMORROW

 

JPM · Monday positioning into Tuesday’s ~7:00 AM ET Q3 release (call 8:30 AM ET). First mega-bank print of the week — not today’s tower/carrier movers. Tell: JPM vs Friday close; XLF after the 7am print.

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Signal over noise. Official Friday close — Monday opens into bank week.