Browse Category

Federal Reserve 17 October 2025 - 29 October 2025

US retail sales surprise intensifies Fed pause barbell position
Fed Cuts Rates, Stocks Soar — But U.S. Mortgage Rates Refuse to Budge

Fed Cuts Rates, Stocks Soar — But U.S. Mortgage Rates Refuse to Budge

At its Oct. 28–29 meeting, the Federal Reserve cut the federal funds rate by 0.25% to a 3.75–4.00% range reuters.com, following a similar move in September. Fed officials, facing a softening job market and still-elevated inflation, emphasized the need to tread carefully. Governor Christopher Waller and Boston Fed chief Susan Collins publicly backed further rate cuts, noting inflation risks have eased and unemployment is the bigger concern floridarealtors.org floridarealtors.org. In contrast, some Fed members want caution and will likely avoid promising future cuts reuters.com reuters.com. Powell’s communications will be key – he is expected to leave options open rather than guarantee another cut in December reuters.com reuters.com.
Bitcoin Slides as Fed Meets – 98% of Traders Bet on Rate Cut Fueling Crypto Rally

Bitcoin Slides as Fed Meets – 98% of Traders Bet on Rate Cut Fueling Crypto Rally

All signs point to the Federal Reserve lowering interest rates by 0.25% at this week’s meeting, which concludes Wednesday, Oct. 29. According to the CME FedWatch tool and other market indicators, there is roughly a 97–98% probability of a quarter-point cut ts2.tech. This would set the federal funds rate around 4.0%–4.25%, down from the current 4.25%–4.50% range, and would be the Fed’s second cut this year coindesk.com. Major Wall Street firms are overwhelmingly aligned with this expectation: in fact, most top brokerages predict a 25 bps cut at each of the Fed’s two remaining meetings of 2025 reuters.com. Only a minority thinks the Fed might cut just once more this year reuters.com.
Gold Price Surges Back Above $4,000 on Fed Cut and Trade Hopes – Is $5,000 Next?

Gold Price Surges Back Above $4,000 on Fed Cut and Trade Hopes – Is $5,000 Next?

Gold bars sit atop a table – the recent price jump back above $4,000 reflects booming demand amid global uncertainty. As of Oct. 29, 2025, spot gold is trading around $4,028 per ouncereuters.com, after a volatile week of record highs and sharp pullbacks. Key drivers include expected Fed rate cuts and eased U.S.-China trade tensionsts2.techreuters.com.
Bitcoin Rockets to $113K on Fed Hopes – Can It Hit $200K Next?

Bitcoin Rockets to $113K on Fed Hopes – Can It Hit $200K Next?

Key Facts: As of Oct 29, 2025, Bitcoin trades around $113,000ycharts.comnews.abplive.com. Over the past week it has rallied about 5% from mid-month lowsts2.tech. In early October BTC hit an all-time high near $125K, then plunged below $105K during trade-war jittersts2.tech. Since mid-October Bitcoin has climbed roughly 10% back toward ~$114Kts2.tech. Major drivers include a likely Fed rate cut and easing U.S.–China trade tensionsts2.techts2.tech. Market sentiment swung from “Extreme Fear” mid-month back toward neutralts2.tech. Other large cryptocurrencies are also up: Ethereum ≈ $4,000news.abplive.com, Solana ≈ $195news.abplive.com, XRP ≈ $2.62news.abplive.com, Dogecoin ≈ $0.195news.abplive.com. Equity markets have rallied on trade optimism – Citi reports crypto’s correlation with U.S. stocks has tightened as volatility returnedcoindesk.com. Analysts are divided: bullish forecasts see Bitcoin in the $130K–$200K range in 2026ts2.techts2.tech, while some caution it could fall back into the $70K–$80K zone in a prolonged downturnts2.techeconomictimes.indiatimes.com.
Bitcoin Surges Past $115K as Crypto Stocks Skyrocket on Fed Rate-Cut Hopes

Bitcoin Surges Past $115K as Crypto Stocks Skyrocket on Fed Rate-Cut Hopes

Late October has seen a striking rebound in crypto prices after mid-month volatility. Bitcoin’s price surged from just ~$110K on Oct. 24 to around $115K by Oct. 27decrypt.co. Ethereum and other major altcoins followed suit. According to Decrypt, BTC’s weekend climb and similar gains in ETH and SOL added roughly $150 billion to the total crypto market valuedecrypt.co. Global markets were broadly risk-on: gold prices felldecrypt.co, and U.S. Treasury yields ticked up as investors rotated out of safe havens.
Dow Smashes 47,000 on Trade Truce Buzz – Fed Rate Cut Hopes Fuel Record Rally

Dow Smashes 47,000 on Trade Truce Buzz – Fed Rate Cut Hopes Fuel Record Rally

Wall Street enters this week riding a wave of euphoria. Last Friday’s cooler-than-expected inflation report ignited an end-of-week rally, sending all three major U.S. indices to all-time highs wral.com wral.com. The Dow’s historic close above 47,000 was accompanied by the S&P 500 and Nasdaq Composite also finishing at record levels wral.com. Wall Street’s “fear gauge,” the VIX volatility index, sank to its lowest in months as investors piled into risk assets wral.com.
Opendoor Stock Rockets on Fed Rate Cut Hopes & Crypto Pivot in Wild 2025 Rally – Can OPEN Keep Soaring?

Opendoor Stock Rockets on Fed Rate Cut Hopes & Crypto Pivot in Wild 2025 Rally – Can OPEN Keep Soaring?

Opendoor’s stock has been on a whiplash ride in recent days. After drifting lower through mid-October, shares suddenly rebounded late last week on macroeconomic news. On Friday, Oct. 24, OPEN spiked +13.4% to $7.97 – its best level in about a week – following a cooler-than-expected inflation report that fueled optimism for imminent Fed rate cuts ts2.tech insidermonkey.com. Real estate stocks surged broadly on the prospect of lower borrowing costs, and Opendoor was a major beneficiary of the rate-cut buzz ts2.tech.
Midweek Double Whammy: Fed Decision & Big Tech Earnings Collide Amid Trump-Xi Trade Truce

Midweek Double Whammy: Fed Decision & Big Tech Earnings Collide Amid Trump-Xi Trade Truce

Investors head into this pivotal week riding a wave of market euphoria. Last Friday, U.S. stocks roared to new record highs across the board. The Dow Jones Industrial Average jumped about 400 points to close at an all-time peak, while the S&P 500 climbed 0.8% and the Nasdaq Composite 1.0%, both also notching record closes ts2.tech. All three major indexes gained roughly 2% over the course of the week investopedia.com, capping a rally fueled by encouraging economic news.
Dow Futures Soar as Fed Rate Cut Looms, Trade Deal Advances – Tech Earnings Fuel Record Rally

Dow Futures Soar as Fed Rate Cut Looms, Trade Deal Advances – Tech Earnings Fuel Record Rally

U.S. stock index futures rose strongly early Monday, extending Wall Street’s bullish momentum after a record-breaking finish last week. Dow Jones Industrial Average futures gained roughly 337 points in pre-market tradingwatcher.guru, while S&P 500 futures added ~0.7% and Nasdaq 100 futures outpaced with a +2.3% surgewatcher.guru. The rally comes on the heels of Friday’s powerful upswing, when cooler inflation data ignited broad buying. The Dow jumped ~400 points Friday to close at an all-time high, with the S&P 500 and Nasdaq Composite each climbing ~0.8–1.0% to their own record levelsts2.tech. All three major indices are now sitting on double-digit percentage gains for 2025 to datets2.tech, underscoring the market’s resilience through recent volatility.
Gold Price Soars to Record Highs Above $4,300: Fed Cuts, China Buying & Safe-Haven Frenzy

Gold Price Soars to Record Highs Above $4,300: Fed Cuts, China Buying & Safe-Haven Frenzy

Gold’s rally and pullback have elicited a range of expert views. JPMorgan’s top commodity strategists say gold is their “highest conviction long,” forecasting an average price around $5,055/oz by Q4 2026reuters.com. Morgan Stanley has likewise raised its 2026 gold forecast and notes that central banks and ETFs are still buying heavilymorganstanley.commorganstanley.com. Goldman Sachs is more modest, predicting a roughly 6% rise by mid-2026 amid “strong structural demand from central banks and easing Fed policy”goldmansachs.com. Meanwhile, market veterans warn that sharp rallies often see profit-taking: one trader says a $3,850/oz level may act as support if gold dips under $4,000reuters.com.
26 October 2025
Wall Street Explodes: Dow Jones Jumps 400 Points as Inflation Cools – Tech Stocks Lead, Fed Cuts Expected

Wall Street Explodes: Dow Jones Jumps 400 Points as Inflation Cools – Tech Stocks Lead, Fed Cuts Expected

Friday’s broad rally sent all major U.S. indexes to fresh highs. The Dow’s 400‑point gain topped the largest single‑day jump of 2025, while the S&P 500 and Nasdaq also closed at record levelseconomictimes.indiatimes.com. Market leadership was clear: technology and semiconductor firms outperformed. For example, Advanced Micro Devices surged 6.5% and Nvidia 4.2% on Fridayeconomictimes.indiatimes.com. These gains reflect strong demand for AI and cloud computing products, as well as better-than-expected earnings in the sector.
Gold Blasts Above $4,100; Silver Sizzles on Fed-Cut Hopes

Gold Blasts Above $4,100; Silver Sizzles on Fed-Cut Hopes

Key Facts: Gold traded around $4,118/oz on Oct. 24, 2025, near its all-time highpricegold.net. Silver was about $48.7/oz at the same timebullion-rates.com. Both metals plunged sharply earlier this week – on Oct. 21 gold dropped ~6.3% to ~$4,082 and silver fell ~8.7% to ~$47.89, marking their largest one-day losses since 2013 and 2021 respectivelybusinesstoday.in. Investors now brace for a Federal Reserve rate cut even as central banks around the world continue buying goldmarkets.financialcontent.commarkets.financialcontent.com. Gold mining and precious-metal ETFs have outperformed stocks – e.g. the VanEck Gold Miners ETF is up ~123% year-to-dateonedayadvisor.com – suggesting “super-cycle” strength in the metals sectoronedayadvisor.commarkets.financialcontent.com.
Stocks Surge on Cooling Inflation – Fed Cuts Loom, Experts Warn of Bubble

Stocks Surge on Cooling Inflation – Fed Cuts Loom, Experts Warn of Bubble

U.S. equities roared higher as fresh data showed inflation easing, boosting hopes of cheaper borrowing costs. The Labor Department’s Sept. CPI report showed prices up only 3.0% year-on-year – just shy of expectationsts2.tech. Traders seized on the news: stock futures jumped and all three major indexes closed higher on Oct. 23ts2.tech. “Equities are enjoying a broadly supportive environment,” said Peter Fitzgerald, macro CIO at Aviva Investorsts2.tech, reflecting optimism that Fed easing is coming. In practical terms, the S&P 500 and Nasdaq Composite are trading near record levelsts2.tech, with year-to-date gains of ~15–18%.
Bond Yields Plunge on Cooling Inflation – Fed Cuts and Stock Rally in Play?

Bond Yields Plunge on Cooling Inflation – Fed Cuts and Stock Rally in Play?

The delayed September inflation report – pushed back by the U.S. government shutdown – turned out a bit cooler than expected, reaffirming the narrative that price pressures are easing. The Labor Department said headline CPI rose 0.3% in September, slightly under the 0.4%/3.1% that economists had forecast reuters.com. Core CPI was up 3.0% YoY. Wall Street greeted the news calmly, since even at 3% inflation remains above the Fed’s 2% goal. What mattered more was that the softer reading bolsters confidence in near-term rate cuts: U.S. futures now fully price in a quarter-point cut next week reuters.com, and a Reuters poll found virtually all economists expect two cuts by year-end ts2.tech. In its commentary, Reuters notes that the report “keeps the Fed on track to cut interest rates” again reuters.com.
Stocks Rocket on Cooling Inflation Data; Tech Stocks & Fed Speeches in Spotlight

Stocks Rocket on Cooling Inflation Data; Tech Stocks & Fed Speeches in Spotlight

Wall Street surged on Oct. 24 after data showed US consumer prices rose less than forecast. The Labor Department’s CPI for September came in at 3.0% year-on-year vs 3.1% expected xtb.com. That miss drove a rally in stock futures and sent the US dollar slightly lower, while gold and bonds rallied on renewed rate-cut hopes xtb.com reuters.com. As Reuters notes, the dollar index was steady ahead of the report reuters.com, and traders now fully price a quarter-point Fed cut next week reuters.com reuters.com.
Stocks Rally as U.S. Inflation Cools – Asia Joins Global Rally, Fed Cut Seen as Lock

Stocks Rally as U.S. Inflation Cools – Asia Joins Global Rally, Fed Cut Seen as Lock

Market Analysis: Friday’s tame CPI print soothed immediate rate-cut concerns and spurred a relief rally. Futures lifted all sectors, but tech/AI remains a focus. For example, AMD is near $235 after surging ~80% YTD on AI demand ts2.tech, and TSMC hovers near all-time highs on chip demand ts2.tech. Mega-cap favorites carry “strong buy” sentiment – Microsoft, Amazon, Walmart and Broadcom top analyst picks ts2.tech. Health and energy also shine: Eli Lilly is up on obesity-drug sales ts2.tech, while refiners benefit from resilient oil prices.
10-Year Treasury Yield Plunges Below 4% as Trade War & Fed Pivot Spur Flight to Safety

10-Year Treasury Yield Plunges Below 4% as Trade War & Fed Pivot Spur Flight to Safety

A wave of safe-haven buying is sweeping through the bond market. The 10-year Treasury yield – a key benchmark for borrowing costs – dropped below 4% for the first time all year ts2.tech, a dramatic turnaround that underscores investors’ frayed nerves. This bond rally, which pushed the 10-year yield down to ~3.97%, signals an extraordinary flight to safety. According to AMP chief economist Dr. Shane Oliver, U.S. “bond yields fell” as investors flocked to havens due to “safe haven demand and increased expectations for US rate cuts” amp.com.au.
17 October 2025
EUR/USD Bull Run Ignites Day-Trader Frenzy – Gold Soars & Fed Cuts Loom, But Trading Remains “A Very Lonely Sport”

EUR/USD Bull Run Ignites Day-Trader Frenzy – Gold Soars & Fed Cuts Loom, But Trading Remains “A Very Lonely Sport”

Global markets were buoyed mid-week by better-than-feared news. U.S. bank and tech earnings beat estimates, sending all three U.S. indexes higher on Oct 15 ts2.tech. TechStock² reports the S&P 500 and Nasdaq set new all-time highs, helped by Morgan Stanley, Bank of America and Salesforce beating forecasts ts2.tech investopedia.com. Luxury stocks also jumped on Chinese demand signs ts2.tech.
17 October 2025
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
View full portfolio
Editorial model selection. Not personalised advice.