Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week
View original at finance.yahoo.comFed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week After one of the busiest weeks of the year, another jam-packed week awaits investors, with a rush of corporate earnings slated for the first week of November, as just over eight weeks remain in 2025…
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The Nvidia chip sales issue wasn't discussed in the meeting
80% confidenceWe have a deal with China on trade
80% confidenceNovember is traditionally a high-performing month for stocks: Buy Halloween or Christmas Eve as it tends to pay for a NYE celebration
80% confidenceFed should not cut rates at October meeting
80% confidenceFed should implement a 50 basis point cut instead of 25
80% confidenceRemain comfortable with our view that the Fed will not cut rates again under Chair Powell
80% confidenceBy implication, that's also pushback against the prospect of a Fed that is set to aggressively and profoundly cut the Fed Funds target rate into 2026
80% confidenceThe deal reduces tail risks for both economies
80% confidenceAnother interest rate cut in December is not a foregone conclusion, far from it
80% confidenceThe FOMC wasn't as dovish as markets had hoped when Jerome Powell poured cold water on those expecting another 25bps cut in December to be a done deal
80% confidenceThis clearly will likely be a rowdy and disorderly process, with Powell having less control over the FOMC and regional Reserve Bank voters increasingly vocal in their disagreement
80% confidenceSeveral items were left out. That means that the deal is not 'comprehensive,' but largely reestablishes the status quo from the early summer
80% confidenceContinue to expect ongoing rate cuts, including at the December meeting
80% confidenceZero to 10, with 10 being the best, I'd say the meeting was a 12
80% confidence