Group 1 - Global long-term bond yields have returned to their highest levels since 2009, indicating a growing consensus that the easing monetary policy cycle by central banks is nearing its end [1] - The U.S. Treasury market is experiencing unusual movements, with yields rising despite expectations of a rate cut by the Federal Reserve, driven by concerns over persistent inflation and a significant budget deficit of $1.8 trillion [5] - The shift in market sentiment is reflected in the pricing of monetary policy, with traders betting that the European Central Bank has little room for further rate cuts and that the Bank of Japan is likely to raise rates soon [1][4] Group 2 - A "disappointment trade" is spreading across developed markets as investors realize that the rate-cutting cycle by major central banks may be coming to an end, leading to challenges for long-term interest rates in the U.S. [4] - The surge in government debt and fiscal expansion plans are significant factors pushing up yields, with countries like Germany and Japan planning substantial spending increases [7] - The current yield movements reflect market expectations for stronger economic growth, as global fiscal policies may adopt a more expansionary stance next year [7]

Global bond yields have risen to highs last seen in 2009 ahead of a key Fed policy meeting, signaling concerns that rate-cutting cycles from the US to Australia may be ending soon https://t.co/D49L8ZPQ5b ...

Silver traded near an all-time high, after US payroll data reinforced bets that the Fed will cut interest rates in its final policy meeting of the year https://t.co/s4GBcLTkM7 ...

Market Overview - Crypto market cap fell 793% to $360 trillion, indicating a risk-off week [1] - BTC ETF experienced inflows of $906 million, while ETH ETF saw outflows of $936 million [1] - $BTC and $ETH led the declines in the market [1] Top Performers - $DASH, $ZK, $ICP, $TAO, and $ZEC outperformed due to strong narratives and liquidity rotation [1] Key Events - The market is closely watching the Fed policy meeting (Oct 28–30) and Powell's press conference (Oct 30) [2] - The Bank of Japan (BoJ) meeting (Oct 29) and its policy stance are also in focus [2] - SEC delayed the decision on Grayscale DOT spot ETF to Nov 8 [2] - Hong Kong FinTech Week commenced on Nov 3 [2]

📊 BitMart Research | Weekly Hot Spot Analysis (Oct 27–Nov 2)🔹 Market Overview:Crypto market cap fell 7.93% to $3.60T, marking a risk-off week.ETF flows were mixed — BTC ETF +$90.6M inflows, ETH ETF -$93.6M outflows.$BTC and $ETH led declines, while $BMX held steady.💥 Top Gainers:$DASH, $ZK, $ICP, $TAO, $ZEC — outperformed on strong narratives and liquidity rotation.🔹 Hot News (highlights):・Fed policy meeting (Oct 28–30) with Powell presser (Oct 30).・BoJ meeting (Oct 29) — policy stance in focus.・SEC delays ...

Market Overview - The S&P 500 index reached a record high, with only 108 companies in the green contributing to this achievement [1] - There is a noted disconnect between surging asset prices and weakness in the labor market, which the Federal Reserve will need to address [3][4] - Financial conditions are tight, yet job cut announcements have been significant, indicating potential challenges ahead [5][6] Earnings Reports - Booking Holdings reported a third-quarter adjusted EBIT of $3 billion, exceeding expectations [9] - PayPal shares rose nearly 13%, finishing the day with a 4% gain, driven by a partnership with OpenAI [11] - Nvidia's planned $1 billion equity investment in Nokia led to a 22% increase in Nokia's ADRs, highlighting a successful pivot towards AI [13] - UPS shares increased by almost 8% after surpassing profit expectations and announcing significant cost-cutting measures [14] - Wayfair experienced a 23% jump, marking its best day since January 2020, reflecting strong marketplace performance [15] Decliners - JetBlue shares fell nearly 12% due to challenges anticipated during the holiday travel season and rising fuel prices [19][20] - DraftKings and Flutter Entertainment shares declined following reports of increased competition in the sports betting market [20][21] - V.F. Corp saw a 12.2% drop after issuing third-quarter guidance that missed consensus expectations [22] Additional Earnings Insights - Mondelez reported an adjusted EPS of $0.73, slightly above the expected $0.71, but its adjusted gross margin fell short of estimates [25][26] - Frontier Communications reported third-quarter revenue of $1.55 billion, slightly above expectations, with adjusted EBIT of $637 million [28] - Visa's fourth-quarter adjusted EPS was $2.98, marginally beating the estimate of $2.97, with net revenue also slightly ahead of expectations [29][30] - Enphase reported an adjusted EPS of $0.90, beating the expected $0.65, but provided guidance for the fourth quarter that was below street estimates [31][32]

Market Overview - Crypto market cap rose 3.71% to $3.91 trillion, indicating a solid recovery week [1] - BTC ETF saw $366 million outflows, while ETH ETF experienced $232 million outflows [1] - $BTC, $ETH, and $BMX demonstrated steady gains amid renewed market optimism [1] Top Performers - $PAYAI, $SEDA, $VIRTUAL, $ZEC, $HYPE surged due to strong narratives and liquidity inflows [1] Hot News - The Fed policy meeting took place from Oct 28–30, followed by Powell's press conference [2] - BoJ meeting occurred on Oct 29 [2] - Nasdaq filed to add XRP, SOL, ADA, XLM to its crypto index, with a decision expected soon [2]

Group 1 - The Federal Reserve is expected to cut its key interest rate by 25 basis points to the 4.00%-4.25% range, with further easing anticipated through the end of next year [2][3] - Global shares and gold have reached unprecedented highs due to expectations of a dovish Fed stance, while U.S. Treasuries and the dollar have weakened [3] - The Bank of Canada is also expected to cut rates amid trade frictions affecting labor markets [4] Group 2 - Japan's exports have declined for the fourth consecutive month, indicating the impact of tariffs imposed by the Trump administration on major economies [5] - Asian markets showed initial subdued performance but later improved, led by a 1.4% increase in Hong Kong's Hang Seng Index [5] - Key economic data releases include U.S. housing starts, British CPI, Euro zone CPI, and Germany's government debt auctions [6]

Market Sentiment - The CNN Money Fear and Greed index improved to a reading of 57.7, indicating a shift to the "Greed" zone from a previous reading of 54.4 [5] - U.S. stocks experienced gains, with the Nasdaq Composite rising over 200 points ahead of the Federal Reserve policy meeting [1] Stock Performance - All three major U.S. equity benchmarks recorded gains last week, with the S&P 500 achieving its best weekly performance since August and the Dow increasing by approximately 1% [1] - On Monday, the Dow Jones closed higher by around 49 points to 45,883.45, the S&P 500 rose 0.47% to 6,615.28, and the Nasdaq Composite gained 0.94% to 22,348.75 [3] Company-Specific News - Hain Celestial Group, Inc. (HAIN) saw a decline of around 25% after reporting worse-than-expected fourth-quarter financial results [2] - Investors are anticipating earnings results from Ferguson Enterprises Inc. (FERG), Brand House Collective Inc. (TBHC), and Evolution Petroleum Corp. (EPM) [4] Economic Indicators - The New York Empire State Manufacturing Index fell to -8.7 in September, down from 11.9 in August and below market estimates of 5 [2]

Market Overview - The market is currently mixed, with the Dow down approximately 200 points, the S&P 500 up nearly 0.3%, and the NASDAQ roughly flat [1] - The bond market has resumed its downward trend, with the 10-year Treasury yield approaching 4.03% and the 30-year at 4.68% [1] - Utilities and tech sectors are outperforming, each up more than 1.6%, while consumer discretionary and healthcare sectors are lagging [1] Oracle's Performance - Oracle's stock surged nearly 40% following a strong quarterly earnings report, with cloud revenue expected to skyrocket [8][10] - The company's backlog of orders increased by 77% in one quarter, potentially exceeding $500 billion [9][10] - Year-to-date, Oracle's stock has nearly doubled, reflecting a significant transformation into a leader in AI infrastructure [8][34] Federal Reserve Developments - President Trump's nominee for the Federal Reserve Board, Steven Myron, is likely to be confirmed, raising concerns about central bank independence [1][2] - The Senate Banking Committee voted along party lines to advance Myron's nomination, with a full Senate vote expected soon [1][2] - Investors anticipate a 25 basis point rate cut at the upcoming Fed meeting, with discussions about potentially ending quantitative tightening [2][4] IPO Market Activity - The IPO market is experiencing a resurgence, with several companies, including CLA, making their public debuts [5][6] - The favorable environment for IPOs is attributed to the prospect of rate cuts and low market volatility [5] - Companies are increasingly focusing on demonstrating profitability and AI strategies to attract public market investors [6] Other Company Insights - Rocket Companies received an upgrade from Bank of America, with expectations that lower rates will benefit mortgage activity [12] - Nike's stock was upgraded by TD Cowan, citing improvements in brand loyalty and operational execution [15][17] - The tech sector continues to see significant movements, with companies like Nvidia and Broadcom also showing strong performance [1][8]