Guidance across Most Active picks up as the capex cycle continues

Most Active guidance picks up in the latest Q1 FY27 read, according to publicly available indicators and market commentary tracked by the desk.

Key points tracked: guidance picks up; participants pointed to steady inflation prints; the broader trend stayed in line with recent sessions.

Why it matters: shifts in most active guidance are a useful gauge of the underlying momentum in the sector and can shape near-term positioning.