The airline booked record revenue despite its highest-ever fuel bill, betting travelers keep paying up. A sign the well-off consumer isn't cracking yet.
Borrowing costs are edging higher again ahead of Tuesday's inflation data. Watch this — a hot CPI could push yields up and stocks down.
The Nikkei jumped 1.20% while Shanghai dropped 1.00%. Asia's two biggest markets are moving in opposite directions, a split worth tracking.
Markets are drifting, not driving. The S&P 500 nudged up 0.09%, the Nasdaq dipped a hair, and the Dow led with a modest 0.21% gain. Nothing panicked and nothing rallied. The VIX sank to 15.73, which is fear-gauge speak for 'nobody's worried today.' The real action was overseas: Japan's Nikkei jumped 1.20% while China's Shanghai fell 1.00%. Investors are parked, waiting for next week's inflation report before making any big bets.
The thing to watch is the 10-year Treasury yield, now at 4.55% and creeping higher. When yields rise, borrowing gets more expensive for everyone — mortgages, car loans, companies raising cash. Gold slipped 0.48% as those higher yields made bonds look more attractive by comparison. If Tuesday's CPI comes in hot, yields could spike further and pressure stocks. The calm you see now is the market holding its breath, not relaxing.
Delta says pricier plane tickets are here to stay, and that's how it plans to hit its 2026 profit target. It matters because Delta is a bellwether — if people keep paying up to fly despite the cost, it tells you the wealthier half of consumers still has money to burn. That kind of spending keeps the economy humming, but it also keeps prices sticky, which is exactly what the Fed doesn't want to see.
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