Nasdaq expands market analysis coverage through The Print newsletter
With investors tracking fast-changing shifts across the global economy, Nasdaq is highlighting its data-driven newsletter The Print as a regular source of market analysis. The publication centers on themes including U.S. options trading, IPO activity, AI-driven market trends and changing dynamics around private companies and market structure.
Highlights
- Nasdaq expands its analytical content via The Print newsletter, featuring weekly market insights by Chief Economist Phil Mackintosh distributed every Thursday.
- The Print highlights strong multi-year highs in chips and large caps' Q2 earnings growth, even as price-to-earnings multiples decline amid the 2026 rally.
- The newsletter addresses historic IPO activity, the popularity of options trading, and evolving themes in equity issuance and trading structure impacting market dynamics.
Newsletter focus and editorial scope
As reported by Nasdaq, The Print features analysis by Chief Economist Phil Mackintosh on forces shaping global markets and the broader economy, with distribution scheduled every Thursday.The newsletter's recent topics include The 2026 Intern’s Guide to Options, which examines the growing popularity of options trading and offers updated guidance on how U.S. options markets work. It also points to a historic past couple of months for IPOs, especially on Nasdaq, alongside an uptick in broader market activity.
Implications for investors and market sectors
The publication also argues that the 2026 market rally is not driven only by AI. It says sectors such as chips and large caps are posting multi-year highs in second-quarter earnings growth, even as price-to-earnings multiples fall.Other themes drawing attention include whether order protection matters and why companies remain private for longer. Together, these issues signal shifting market dynamics that investors need to navigate carefully across equity issuance, trading structure and sector allocation.
Our earlier coverage of the market’s reaction to the Federal Reserve’s first rate hike in three years focused on how investors were weighing whether U.S. stocks could push back toward record highs. It highlighted the market’s sensitivity to Treasury yields and oil prices, alongside lingering uncertainty around AI policy debates and potential semiconductor regulation that could affect the tech-heavy rally.