Market Overview - Australian shares are showing minimal movement ahead of the crucial CPI print, with ASX 200 futures indicating a slight increase of 0.5 points [1] - The third-quarter consumer price index is expected to influence the Reserve Bank's cash rate decision, scheduled for Melbourne Cup day next week [2] Inflation Expectations - Core inflation is anticipated to rise from 2.7% in June, with implications for the Reserve Bank's monetary policy depending on the CPI results [3] Company News - WiseTech Global (ASX:WTC) is under scrutiny following a raid by the Australian Federal Police over alleged insider trading, resulting in a significant drop of 15.9% in its share price [5] - Lynas Rare Earths (ASX:LYC) is reducing its September capital raise by $180 million for a new heavy rare earth separation facility in Malaysia [5] - Woolworths (ASX:WOW) is set to release its first-quarter update, coinciding with its upcoming AGM [6] - Energy Minister Chris Bowen has stated that the government will not engage in blame games regarding the Tomago aluminium smelter, emphasizing the need for Rio Tinto (ASX:RIO) to keep the facility operational beyond 2028 [6] - CSL Ltd (ASX:CSL) has experienced a 13% reduction in target price from one broker [6] Commodity and Forex Update - The Australian dollar is trading at 65.8 U.S. cents [7] - Iron Ore prices have increased by 0.8% to $106 per tonne [7] - Brent Crude has decreased by 1.7% to $64.47 per barrel [7] - Gold is currently priced at $3,959 per ounce, failing to surpass the $4,000 mark [7] - U.S. natural gas futures have dropped by 5.5% to $3.25 per gigajoule [7]

That is why we dumped?Bitcoin Junkies (@BTCjunkies):JUST IN: 🇺🇸 Odds of the Federal Reserve cutting interest rates tomorrow rise to 99%. https://t.co/UXJwGCZiYT ...

Joining us now is Paul McCully, former chief economist at PIMCO, currently an adjunct professor at Georgetown's Mcdana School of Business. Thank you both for being here for uh for commenting. Um I want to get your perspective, Paul, because Steve just outlined his survey where he said, I believe the numbers, and correct me if I'm wrong, Steve, 66% said the Fed should cut, but 92% believe they will cut.Y >> so that I mean that's a pretty big distinction. And how should we how should we kind of distill that. ...

92% say the Fed will cut. 66% say the Fed should cut. 100 basis points total of cuts in 2025 and 2026. So, we're not far from the end here. 320 is the uh average funds rate for our 38 respondents uh for the end of 2026. December 2025, just a couple months from now, the Fed will end QT. Richard Bernstein, CEO of Richard Bernstein Advisers, writes into the survey, "Politics rather than financial conditions are clearly influencing the Fed's rate decisions. Financial conditions are near historically easy. Finan ...

The Federal Reserve is making loans cheaper. The federal funds rate is currently around 4.11%. By the end of 2026, this rate is expected to fall below 3.5%.Wall Street is excited, but middle class Americans aren't likely to benefit much from this decline in interest rates. Low rate and high liquidity environments benefit the guys who have money in markets, benefit the guys who already have the wealth. The top 0.1%: they have seen their wealth nearly double since 2020 to over $23 trillion.Stocks accounted fo ...

This deal from Keurig. Dr. . Pepper They first announced that they were going to do this back in August, but it was only yesterday that we learned of yours and KKR involvement.What what was the genesis of this deal. Yeah, well, look, the transaction itself, I think has been well articulated, makes a lot of sense bringing these these companies together. Our involvement really stemmed from, you know, the need for the company to find creative ways to bring its leverage down.And we came up with some. You know, ...

JUST IN: 🇺🇸 98% chance the Federal Reserve cuts interest rates by 25 bps tomorrow, according to Polymarket. https://t.co/XnZp4Z6Mds ...

Monetary Policy Uncertainty - The Federal Reserve (Fed) faces uncertainty due to the government shutdown disrupting data releases, complicating decisions on interest rate cuts [1] - The market anticipates the Fed to cut interest rates at its upcoming meeting, but the meeting's outcome is less predictable than usual [1] - Disagreement exists within the Fed regarding the need for further interest rate cuts in December, with concerns split between the labor market and inflation [2] Inflation and Economic Data - September's Consumer Price Index (CPI) indicates that inflation pressures are not as severe as previously feared, but remain above the Fed's 2% target [3] - Limited recent data makes it difficult to reconcile the debate on future interest rate cuts [3] Balance Sheet Management - The Fed is expected to discuss ending the runoff of its $6.6 trillion asset portfolio, which includes bonds and securities purchased during and after the pandemic [3][4] - The Fed has been gradually reducing its holdings from a peak of $9 trillion in 2022 [4] - Recent funding pressures in overnight lending markets suggest the Fed may halt the runoff [4] Future Leadership - A new Fed chair will be appointed in May 2026, raising questions about potential future aggressive interest rate cuts [5]

BREAKING: 🇺🇸 The odds of 3 rate cuts in 2025 have reached an all time high of 87% on Polymarket. https://t.co/yNAyBUbYpf ...

🚨 NOW: Markets price in a 97.8% chance of a 25bps Fed rate cut this Wednesday, per CME data. https://t.co/iM3KHJldRQ ...