Market Pulse · Macro & Market

Currency / FX

Every S&P 500 company that raised Currency / FX in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.

2 companies · 2 events · 1 positive · 1 no estimate (counted in companies, so the parts add up)

Companies raising Currency / FX

• PEP — FX / Currency HeadwindsImportance 38 · Surprise 24
  PEPSICO INC · 8-K · 2026-10-08
  Foreign exchange translation benefited third-quarter net revenue by 0.7 percentage points and year-to-date net revenue by 2.0 percentage points. The year-to-date foreign exchange translation adjustment reduced reported…
• MS — FX / Currency HeadwindsImportance 10 · Surprise 6
  MORGAN STANLEY · News · 2026-10-06
  Morgan Stanley FX and Emerging Markets Strategy Head James Lord expects the euro to decline further, potentially reaching $1.10. The outlook reflects risks in France and the broader European economy, alongside…

Other Macro & Market themes

• Macro
• Interest rates
• Commodity prices
• Competition
• Geopolitics