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X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-10-26 17:17
would be a shame if this is the beginning of the fabled Q4 rally and bears are left utterly sidelined as altcoins and memecoins pull their most face-melting rally of the cyclei've been here across multiple cycles, and trust me... this is how it starts!i remember everyone screaming about how Q4 would be bullish last cycle and how things seemed muted for many altcoins and memecoins until the last week of October, so much so that many started doomposting... then all of a sudden altcoins started ripping out of ...
North America set to cut rates as rest of G-7 looks on
Yahoo Finance· 2025-10-26 17:10
Economic Outlook - The upcoming week will feature significant inflation data from Australia, the euro zone, and purchasing manager indexes from China, alongside rate decisions in Chile and Colombia [1] - The Federal Reserve is expected to cut rates by a quarter point, with concerns about employment and inflation influencing this decision [2][8] - The Bank of Canada is also anticipated to reduce its benchmark rate to 2.25% despite recent positive inflation and job reports [10] Central Bank Actions - North America is likely to see major monetary policy actions, with the Federal Reserve and Bank of Canada both expected to implement rate cuts [5] - The Bank of Japan is predicted to maintain its current rate, while the European Central Bank is not expected to ease further at its upcoming meeting [4][17] - Chile's central bank may delay rate cuts due to persistent inflation above target levels, with potential cuts pushed to December [24] Regional Economic Indicators - In the euro zone, growth is projected to be minimal, with a forecast of just 0.1% growth in the third quarter, influenced by US tariffs [18][19] - Germany's Ifo business gauge is expected to show slight improvement, while France's growth is forecasted to slow to 0.2% in the third quarter [19] - In Asia, inflation and trade data will be crucial for assessing the region's recovery, with Australia and Japan's central banks closely monitoring price pressures [12][13] Trade and Political Developments - US President Trump's trade policies will be under scrutiny during his meetings with Asian leaders, particularly with Chinese President Xi Jinping [6] - Political instability in France may have limited immediate economic impact, but ongoing negotiations for a budget could affect market sentiment [20]
Weekly Market Update: Week of October 24: New Rate Cuts Incoming?
Etftrends· 2025-10-24 15:19
What You'll Learn Market Overview Following last week's update, expectations for further monetary easing continue to strengthen. We now anticipate 25 basis points of cuts in October and an additional 50 basis points in December. The latest CPI print of 0.3% month-on-month, below the 0.4% consensus, suggests that tariffs are having only a modest inflationary effect. However, the ongoing U.S. government shutdown has effectively frozen most macroeconomic data releases, leaving investors to rely heavily on this ...
September CPI Cements Bets on Two More Rate Cuts This Year
Barrons· 2025-10-24 12:54
CONCLUDED Stock Market News From Oct. 24, 2025: Dow Tops 47,000 After CPI Inflation Report Last Updated: Topics Memberships Subscribe to Barron's Tools 9 hours ago September CPI Cements Bets on Two More Rate Cuts This Year By Connor Smith Odds of at least a half point in cuts through the end of the year jumped after the September consumer-price index came in below expectations. Traders see just a 1.1% chance that the Federal Reserve opts for a single quarter-point cut through December, according to the CME ...
Crypto Market, Stocks, and ETFs Build Momentum Ahead of US CPI Print, China-US Meeting
Yahoo Finance· 2025-10-24 10:32
Core Insights - The upcoming U.S. Consumer Price Index (CPI) data is critical for market movements, particularly regarding potential Federal Reserve rate cuts and overall investor sentiment [1][3][6] - A softer CPI reading could lead to a 25-50 basis point rate cut, which may boost Bitcoin prices towards $113,000-$114,000, while a hotter reading could delay cuts and dampen market momentum [7][6] Market Reactions - Global markets are experiencing cautious optimism, with crypto, stocks, and ETFs climbing as traders anticipate a softer inflation print [2][6] - Bitcoin has surpassed $111,000, driven by easing U.S.-China trade tensions and a broader risk appetite [2] ETF and Crypto Trends - U.S. spot Bitcoin ETFs saw $1.23 billion in outflows last week, while global crypto ETF inflows reached $5.95 billion, marking the strongest inflow this quarter [4] - Ethereum and Solana have gained between 3-5% amid growing confidence in an easing monetary cycle [4] Federal Reserve's Position - The Federal Reserve is hinting at a potential return to quantitative easing (QE), which could flood the financial system with liquidity once the government reopens [5][8] - Historically, monetary easing has correlated with digital asset rallies, suggesting a bullish outlook for the crypto market if QE resumes [9] Sentiment Indicators - The Crypto Fear & Greed Index has increased to 27, indicating cautious optimism among traders, though it remains far from euphoria [10]
Stocks rise on upbeat earnings; Russia sanctions boost oil
Yahoo Finance· 2025-10-23 11:37
Group 1: Global Market Overview - Global stocks received a boost from positive earnings reports, countering concerns from Wall Street regarding tech megacaps [1][4] - European equities rebounded, with the STOXX 600 index rising by 0.3%, despite a 0.1% dip in MSCI's All-World index, marking its third consecutive daily decline [2] - Chinese stocks increased by 0.3% after recovering from a 1.1% drop, influenced by geopolitical tensions and potential U.S. export restrictions on software to China [3] Group 2: Earnings Reports - The corporate earnings season has begun, with many companies exceeding analysts' expectations, although some megacaps have disappointed [4] - Tesla reported record third-quarter revenue but saw shares fall approximately 3% in premarket trading due to missing profit estimates [5] - Positive news for tech stocks emerged as U.S. government discussions with quantum-computing companies led to significant share price increases for IonQ, Rigetti Computing, and D-Wave Quantum, each jumping over 20% [5] Group 3: Oil Market Dynamics - Oil prices surged by as much as 5.5%, reaching a two-week high of $66.04 per barrel, following U.S. sanctions on major Russian companies due to the Ukraine conflict [6] - The European Union approved a 19th package of sanctions against Russia, which included a ban on Russian liquefied natural gas imports [6] Group 4: Interest Rate Expectations - Investor sentiment is bolstered by expectations that the Federal Reserve may soon initiate a series of rate cuts, with projections indicating U.S. rates could fall to 3% by June from the current 4% [7]
Stock Market Today: Dow Jones, Nasdaq Futures Tumble Amid US-China Trade Tensions—Tesla, IBM, American Airlines In Focus
Benzinga· 2025-10-23 09:49
Market Overview - U.S. stock futures experienced volatility following declines on Wednesday, with major benchmark indices showing lower futures [1] - Disappointing earnings guidance and escalating U.S.-China trade tensions have negatively impacted investor confidence [1] - The Trump administration is contemplating new export restrictions to China, targeting products made with U.S.-developed software [1] Economic Indicators - The 10-year Treasury bond yielded 3.98%, while the two-year bond was at 3.46% [2] - Market expectations indicate a 96.7% likelihood of the Federal Reserve cutting interest rates in its October meeting [2] Stock Performance - Tesla Inc. (NASDAQ:TSLA) fell 3.04% in premarket trading despite reporting better-than-expected revenue for Q3, with earnings missing estimates [6] - International Business Machines Corp. (NYSE:IBM) dropped 7.14% despite better-than-expected Q3 results, but raised its full-year 2025 revenue growth guidance to "more than" 5% [6] - American Airlines Group Inc. (NASDAQ:AAL) rose 1.41% as analysts anticipate a quarterly loss of 28 cents per share on revenue of $13.63 billion [6] - Medpace Holdings Inc. (NASDAQ:MEDP) surged 18.52% after reporting Q3 revenue of $659.9 million and earnings of $3.86 per share, both exceeding analyst estimates [12] - Ford Motor Co. (NYSE:F) shares remained unchanged ahead of its earnings report, with analysts expecting earnings of 36 cents per share on revenue of $43.08 billion [12] Sector Performance - Most sectors on the S&P 500 closed negatively, with communication services, industrials, and consumer discretionary stocks experiencing the largest losses [7] Analyst Insights - Mike Wilson, Morgan Stanley's CIO, argues that the Federal Reserve is "behind the curve" and needs to implement "meaningful" rate cuts, suggesting a need for cuts of 150 basis points or more [9][10] - Wilson believes the economy has transitioned into an "early cycle new recovery," dismissing recent market volatility as part of a new economic cycle [11]
X @Michaël van de Poppe
Michaël van de Poppe· 2025-10-23 09:44
Pretty decent reaction on #Bitcoin.Ultimately, it's still chop until we're getting macroeconomic data (CPI) and the FED meeting.Bitcoin has been going sideways around $100-120K for nearly six months already, and that means that a big volatile move is on the horizon.When?I don't know.Not going to predict when it will occur, but there is a bias and thesis to be created out of the FOMC meetings, rate cuts, adjusted monetary policy and better business cycle.That's literally starting up later this quarter, and f ...
Gold Price Drop? Why Is Gold Rugging Like a Sh*tcoin On The Solana Network?
Yahoo Finance· 2025-10-22 09:11
Can we get a crypto pump, por favor? Meanwhile, precious metals have hit all-time highs recently, and we’re finally seeing a new gold price drop. If all your TA brought you to this, what was the point of the TA? Might as well just flip a coin. Spot gold plunged 6.3% on Tuesday to around $4,090 per ounce, while silver fell nearly 9%, as traders dumped positions after technical indicators signaled that the rally had gone too far, too fast. So what’s going on with gold, and is this a larger indicator that w ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-10-21 23:28
I sat down with @JohnPompliano to discuss everything happening across the markets — bitcoin, gold, stocks, the Fed, and where things could be headed next.Are we going up or down? Should investors be worried or getting excited? And why retail investors might actually have an edge over institutions right now.Enjoy!YouTube: https://t.co/IlAdZySDCyApple: https://t.co/1u1HkPJQvYSpotify: https://t.co/5cSjicSkPjTIMESTAMPS:0:00 - Intro0:40 - Gold’s performance and macro shift5:17 - What is more likely: Gold standar ...