The Morning Bull - US Market Morning Update Tuesday, Oct, 20 2026 US stocks are set for a firmer open, with sentiment leaning risk on as investors focus on a clear upswing in American factory activity. The key driver this morning is stronger than expected industrial and capacity data. Industrial production rose 0.7% month over month in September, while manufacturing capacity utilization reached 75.9%, the firmest reading since early 2024. These figures point to busier production lines and a domestic economy that still carries momentum into the fourth quarter. When factories run hotter, companies often gain better pricing power and revenue visibility, but bond markets can start to price in stickier inflation risk.
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