Welcome back to Schwab Impact here at the Colorado Convention Center. Interest rates, they've been rising since Fed Chair Pal's more hawkish comments during last week's news conference. Kathy Jones is Schwab's chief fixed income strategist and joins us now.It's good to see you. >> Hi, Scott. >> What do you make of the back up in rates.>> You know, I think the market just got way over its skis and expectations for Fed easing. I'm not really sure why because the data weren't really that compelling. Um but now ...

Energy prices are down. Interest rates are down despite the fact that we have a total ninkham poop at the Federal Reserve. It was recommended by one of my real great people who I'd never spoke to again.And the cost of the typical new mortgage is down by nearly $3,000 a year. Day by day, we're making America affordable again. And it's going to be affordable again at a really record pace. ...

What's going on, guys. Today we got a great episode with John Pompiano. We cover everything.What Scott Besson thinks about the US economy, why Tom Lee is so bullish, how Jordy Visser thinks the Bitcoin market is going through an IPO moment, and then we even talk about job creation, mega AI deals, what's going on with the New York City mayor race, which is happening today, and of course, I give you all my thoughts on Bitcoin stocks, and much more. Here's my latest conversation with John Pompiano. All right, ...

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Bitcoin Price Falls Below $100K. Why the Crypto Is Dropping Today. By George Glover Updated Nov 04, 2025, 2:15 pm EST / Original Nov 04, 2025, 6:00 am EST Share Resize Reprints In this ar ...

Hello everyone. The Treasury Secretary was all over television this weekend. He was hyping up the US economy.We saw multiple mega deals in the AI industry this morning. And Jordy Visser explains why Bitcoin is having its IPO moment. We're live today from the desk of Anthony Pmpliano.[Music] Before we get into today's show, I need your help. We currently have 36,021 subscribers on YouTube, but my goal is to get to 1 million. The people are saying it's not possible, but with your help, we're going to get ther ...

Joining me now is Phil Green, chairman and CEO of Cullen Frost Bankers. Thank you so much for joining us here. You know, I understand you're located in Texas and sometimes Texas can sort of operate in different in different ways than different areas of the country.So, can you explain to us with real estate, of course, we know is very local. What is going on when it comes to mortgage lending for you all. >> Well, thanks for having me, Courtney.It's been it's great to be with you here today. You know, it's in ...

Market Performance - The S&P/ASX 200 closed at 8,894.80 on November 3, 2025, marking a 0.1% increase from the opening value of 8,881.90 [2][9] - The index experienced a decline of 0.5% during the day, closing at 8,838.40 as of 2346 GMT [1][9] - The benchmark finished 0.4% higher in October, despite a recent loss of 1.78% over the last five days [1][9] Sector Performance - Financial stocks declined by 0.6%, with major lenders Commonwealth Bank of Australia (CBA) and National Australia Bank falling by 0.8% and 0.6%, respectively [8][9] - Real estate and heavyweight financial stocks were significant contributors to the market's decline [1][9] Top Gainers - Megaport Limited (MP1) led the S&P/ASX 200 with a gain of 7.59%, closing at $17.71 [5][9] - HMC Capital Limited (HMC) increased by 4.84% to $3.25, while Catalyst Metals Limited (CYL) rose by 4.12% to $7.07 [5][9] - Life360 Inc. (360) advanced 3.22% to finish at $51.36, and Champion Iron Limited (CIA) added 2.89%, closing at $5.70 [5][9] Top Losers - Lynas Rare Earths Limited (LYC) led the decliners, dropping 8.07% to $14.02 [6][9] - Steadfast Group Limited (SDF) fell by 6.97% to $5.21, and Pilbara Minerals Limited (PLS) slipped 5.15% to $3.13 [6][9] - Guzman y Gomez Limited (GYG) declined 4.98% to $25.39, while Deep Yellow Limited (DYL) rounded out the biggest losers with a 4.46% drop to $1.72 [6][9] Economic Outlook - The Reserve Bank of Australia (RBA) is expected to maintain interest rates in its upcoming policy decision, with the next anticipated rate cut in 2026 [7][9] - Recent hawkish comments from Federal Reserve officials have negatively impacted investor sentiment [7][9] - Westpac, the third-largest lender by market value, reported a decline in annual profit due to rising costs and competitive margin pressures, leading to a 0.7% drop in its shares [8][9]

Trade Relations - President Trump and President Xi Jinping agreed to extend a tariff truce, roll back export controls, and reduce other trade barriers, including cutting fentanyl-related tariffs on Chinese goods from 20% to 10% [1] - China will resume purchases of US agricultural products such as soybeans and sorghum, while pausing controls on rare-earth magnets in exchange for the US rolling back restrictions on Chinese companies [1] Market Sentiment - US stock indexes closed higher, driven by positive corporate earnings, with Amazon.com leading the way with a more than 9% increase after reporting strong earnings [4][5] - Over 80% of S&P 500 companies that reported Q3 earnings have beaten estimates, indicating a bullish market sentiment [6] Economic Indicators - The markets are anticipating a 64% chance of a 25 basis point rate cut at the next FOMC meeting, with an overall expected cut of 82 basis points by the end of 2026 [2] - The October MNI Chicago PMI rose by 3.2 points to 43.8, exceeding expectations, which is supportive for stocks [3] Corporate Earnings - Q3 profits for S&P 500 companies are expected to rise by 7.2% year-over-year, the smallest increase in two years, while sales growth is projected to slow to 5.9% year-over-year [6] - Notable corporate earnings include Amazon.com with Q3 net sales of $180.17 billion, exceeding the consensus of $177.82 billion, and forecasting Q4 net sales of $206 billion to $213 billion [14] Government Impact - The ongoing US government shutdown is affecting market sentiment and delaying the release of key economic reports, with an estimated 640,000 federal workers furloughed [8] - The shutdown could lead to increased jobless claims and a rise in the unemployment rate to 4.7% [8] International Markets - Overseas stock markets showed mixed results, with the Euro Stoxx 50 down 0.65% and China's Shanghai Composite down 0.81%, while Japan's Nikkei Stock 225 rose sharply by 2.12% [9]

In my last update on Apple Inc. ( AAPL ), I said investors should hold the stock. My reasoning was that Apple’s business itself looked strong, but the bigger picture wasn’t so friendly. Interest ratesI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a beneficial long ...

Hello and welcome to Morning Brief Market Sunrise. I'm Ally Canau live from Yahoo Finance's studios in New York City. It's Thursday, October 30th.Coming up on the show, President Trump calls his meeting with China's Xihinping amazing, announcing he'll cut fentanyl related tariffs in half as the two countries attempt a broader reset that also includes rare earth exports and soybean deals. But Beijing's readout left out key details, including any mention of semiconductors. We'll break down what that means for ...