The S&P 500 ( SP500 ) closed at a new all-time high at 6858 on Monday. The triggers were 1) the soft CPI data on Friday pointing to another Fed cut andAnalyst’s Disclosure:I/we have a beneficial short position in the shares of SPX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this a ...

Welcome back. Arch Invest CEO Kathy Wood telling CNBC today that a quote reality check could be coming for AI valuations. And Bill Gates saying on Squawkbox that a ton of these investments will be dead ends.The possibility of an AI bubble of course continues to be a key focus for the markets and it is as well the focus of the latest CBC Fed survey. The Steve Leeman has those results. Steve.Yeah, maybe one of the most important economic and financial things going on, but concern is high among respondents, Da ...

Good news for law schools and MBA programs: applications are on the rise. Amid a challenging job market, students are turning to what they see as a safer bet—skilling up in hopes of becoming more attractive to prospective employers. Gen Z graduates have faced a difficult path to landing full-time roles out of college. The entry-level job market has been challenging, with limited opportunities and the threat that AI tools will automate their roles. Instead of facing the bleak job market head-on, law school ...

The BIGGEST Mention Market of the MONTH&& I got my plays.We going HARD on the NO'sGovernment Shutdown, data may be sparse.Plays Below______Inflation 50 + Times | NO◦ Has hit 5/6 times, with 4 being only 1-2 times over◦ Gov shutdown means data will be minimal, therefor i lean less talking in general, we take the coin flip for NOUnemployment / Employment 25+ Times | NO◦ Same idea as the above, data will be lower due to shutdown◦ Averages 29 mentions, with the opening part of the speeches closer to 13+ times, ...

David Bianco, DWS Group Americas CIO, joins CNBC’s ‘Money Movers’ to discuss this week’s tech earnings, the Fed’s rate-cut decision, and more. ...

meeting. Joining us here at Post9 is DWS Group, America's CIO, David Biano. David, thanks for coming in.>> Carl, thanks. >> Interesting action today in that we basically jumped up 60 points and it barely budged in the first couple hours. >> Yeah, it's uh looking like a great October, right.A treat. Um earning season's going well so far. Expecting it to go well for the rest of this week when we get 40% of S&P profits reported.But a day like today, again, the tech, the chip names are stealing everybody's inte ...

The Federal Reserve has been in the spotlight lately as it cut interest rates to keep the economy moving. But what does this mean for inflation? To get a clear picture, GOBankingRates asked ChatGPT what would happen to inflation if the Fed kept cutting rates. The answer was straightforward: “If the Federal Reserve keeps cutting interest rates, inflation will likely rise. How much depends on how fast and how far those rate cuts go.” Check Out: I Asked ChatGPT What Will Happen To the Stock Market If the Fed ...

Group 1 - Texas Instruments Incorporated (NASDAQ:TXN) experienced a significant stock decline of 10 points or 5.6% due to disappointing guidance related to margin pressure [1] - Despite concerns about a potential recession and tariff turmoil, Texas Instruments reported strong numbers, leading to a stock increase of over 12% since the positive commentary [2] - The company designs and manufactures semiconductors and related products for various applications, including industrial and automotive sectors [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to Texas Instruments, suggesting a competitive landscape in the investment space [3]

Group 1: Treasury Yields and Economic Indicators - The yield on the 10-year Treasury note ended at 4.02% on October 24, 2025, with the 2-year note at 3.48% and the 30-year note at 4.59% [1] - An inverted yield curve, where longer-term Treasury yields are lower than shorter-term yields, is considered a reliable leading indicator for recessions, with the 10-2 spread turning negative before recessions [2][3] - The average lead time to a recession based on the first negative spread date is approximately 48 weeks, while using the last positive spread date yields an average lead time of 18.5 weeks [4][6] Group 2: Mortgage Rates and Federal Funds Rate - The Federal Funds Rate influences borrowing costs for banks, which typically leads to higher mortgage rates when the FFR increases; however, recent trends show mortgage rates declining despite the Fed holding rates steady [7] - The latest Freddie Mac Weekly Primary Mortgage Market Survey reported the 30-year fixed mortgage rate at 6.19%, marking its lowest level in a year [7] Group 3: Treasury ETFs - ETFs associated with Treasuries include Vanguard 0-3 Month Treasury Bill ETF (VBIL), Vanguard Intermediate-Term Treasury ETF (VGIT), and Vanguard Long-Term Treasury ETF (VGLT) [9]

S&P all-time high.Nasdaq all-time high.The recession predictors are in shambles. ...