Nike (NKE) beat Q1 FY2027 EPS expectations ($0.48 vs. $0.43) but missed revenue ($11.21B vs. $11.32B) and forecast FY2027 adjusted EPS of $1.15–$1.35, below the $1.65–$1.67 consensus. Bond ETFs drew $23B in inflows over five trading days, including purchases of TLT. The S&P 500 has historically averaged a 2.1% gain in the first half of October during U.S. midterm election years.