U.S. TRANSPORTATION SECRETARY DUFFY: AIR TRAFFIC WILL BE SNARLED IF GOVERNMENT SHUTDOWN CONTINUES
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U.S. VP VANCE: TESTING NUCLEAR ARSENAL FUNCTIONS PROPERLY IS PART OF TRUMP'S TESTING REGIME ANNOUNCEMENT
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SOME ECB POLICYMAKERS THINK 2028 INFLATION PROJECTION BELOW 2% WOULD WARRANT RATE CUT DEBATE, SOURCES SAY
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$COIN Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:30 PM ET
• Estimates: EPS $1.11 ($0.77–$1.54)
• Revenue: $1.80B
• FY EPS: $8.10
• FY Revenue: $7.37B
• Trends: 30-day EPS revisions +0.1% (5 up, 8 down)
• Market: Short interest 5.07%, implied move ±6.8%
• Consensus: Buy | Price Target: $391
$AAPL Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $1.77 ($1.59–$1.83)
• Revenue: $102.24B
• FY EPS: $7.38 | FY Revenue: $414.82B
• Trends: 30-day EPS revisions +2.1% (11 up, 0 down)
• Market: Short interest 0.74%, implied move ±3.0%
• Consensus: Buy | Price Target: $257
$AMZN Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $1.57 ($1.18–$1.97)
• Revenue: $177.75B
• FY EPS: $6.72 | FY Revenue: $709.17B
• Trends: 30-day EPS revisions +3.1% (8 up, 2 down)
• Market: Short interest 0.7%, implied move ±6.0%
• Consensus: Buy | Price Target: $267
$MSTR Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $8.15 (range –$0.11 to $31.90)
• Revenue: $118.43M
• FY EPS: $41.59 | FY Revenue: $460.37M
• Market: Short interest 8.84%, implied move ±5.3%
• Consensus: Buy | Price Target: $541
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US AGRICULTURE SECRETARY BROOKE ROLLINS: CHINA TO REMOVE UNWARRANTED TARIFFS ON MOST US AG
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ROLLINS CONFIRMS CHINA TO BUY AT LEAST 12M TONS OF SOY FOR YEAR
ROLLINS SAYS CHINA TO BUY AT LEAST 25M TONS A YEAR THROUGH 2028
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MARKETS STILL OVERPRICING FED CUTS, SAYS SOCGEN
Markets expect too many Fed rate cuts despite Chair Powell’s caution that a December cut isn’t guaranteed, says Société Générale’s Subadra Rajappa. The last two cuts aimed to preempt job market weakness, but with the economy still solid and inflation stubborn, further easing may be limited. Powell’s message: the Fed isn’t ready to move aggressively while inflation stays above target.
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SOLOMON SAYS US FACES DEBT RECKONING IF ECONOMIC GROWTH FLAGS
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GOLDMAN SACHS CEO SAYS IT'S UNFORTUNATE THAT WE HAVE GOVERNMENT SHUTDOWNS
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TRUMP ADMINISTRATION AGREED TO DELAY RULE EXPANDING THE NUMBER OF CHINESE COMPANIES ON THE COMMERCE DEPARTMENT'S ENTITY LIST FOR A YEAR - U.S. OFFICIAL SAYS
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AMERICAN AIRLINES, UNITED AIRLINES CEOS TO ATTEND EVENT AT WHITE HOUSE ON IMPACT OF GOVERNMENT SHUTDOWN ON AVIATION -- SOURCES
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XI SAYS HE’S ‘READY TO CONTINUE’ WORKING WITH TRUMP
Chinese President Xi Jinping told U.S. President Donald Trump he is “ready to continue” their cooperation and praised Trump for helping end the war in Gaza.
“I am ready to keep working with you to strengthen China–U.S. relations,” Xi said at the start of their meeting.
Trump declined to answer a question about restarting U.S. nuclear testing before the talks continued behind closed doors. He is set to return to Washington from South Korea at 12:55 p.m. local time.
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*TRUMP: INSTRUCTED DEPT OF WAR TO START TESTING NUCLEAR WEAPONS
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GUNDLACH: MIGHT PUT CHANCE OF RATE CUT IN DECEMBER AT 50-50
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GUNDLACH WE SAYS THINK INFLATION IS GOING TO STAY ABOVE 3% YEAR OVER YEAR THROUGHOUT
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🚨 U.S. VP VANCE: IF SHUTDOWN GOES TO THANKSGIVING IT COULD BE A DISASTER FOR AIRLINE INDUSTRY
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FAA ISSUES GROUND STOP FOR WASHINGTON NATIONAL AIRPORT CITING AIR TRAFFIC CONTROLLER STAFFING
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ECB POLICYMAKERS PREPARE FOR DECEMBER SHOWDOWN ON INFLATION, RATES, SOURCES SAY
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DOGE TO LEAD PENTAGON EFFORT TO ACQUIRE THOUSANDS OF DRONES, SOURCES SAY
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MORTGAGE RATES IN THE US DROP TO 6.17%, FALLING FOR FOURTH WEEK
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$MRNA - MODERNA SHARES UP 9.9% AFTER STAT NEWS REPORTS CO HAS BEEN IN TALKS WITH AT LEAST ONE LARGE DRUGMAKER ON A 'DEAL OF SIGNIFICANT SCOPE'
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GOLDMAN SACHS CEO SAYS CHANCES OF A RECESSION IN THE NEAR TERM IS LOW
GOLDMAN SACHS CEO SAYS ECONOMY IS IN A PRETTY GOOD SHAPE
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GOLDMAN SACHS CEO SAYS DON'T SEE ANYTHING AT THE MOMENT THAT THREATENS DOLLAR'S RESERVE CURRENCY STATUS
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GOLDMAN'S SOLOMON: WE SHOULD STRIVE FOR CENTRAL BANK INDEPENDENCE
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LUXURY HOME PRICES CLIMB 5% IN SEPTEMBER, DOUBLING NON-LUXURY GROWTH
U.S. luxury home prices rose 4.8% year-over-year in September to a record $1.26 million, according to Redfin—more than double the 1.8% rise for non-luxury homes, which reached a median of $371,583. Since last year, luxury prices are up about 11%, versus 6% for standard homes. Wealthy buyers, often paying in cash or with small loans, aren’t waiting for lower rates—they’re confident and using real estate as a stable investment amid economic uncertainty.
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TESLA HAS YET TO COMPLETE ALL THE PAPERWORK NECESSARY TO START OFFERING ROBOTAXI RIDES IN ARIZONA AND NEVADA - THE INFORMATION
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TRUMP CALLS XI ‘TOUGH NEGOTIATOR’ AT FIRST MEETING SINCE 2019
U.S. President Donald Trump described Chinese President Xi Jinping as a “tough negotiator” as they met for the first time since 2019.
“He’s a tough negotiator. That’s not good,” Trump said during a brief photo opportunity where the two leaders shook hands.
Trump added, “We’ve always had a great relationship,” suggesting a trade deal could be signed soon. After the brief exchange, the pair moved to a private meeting.
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*GUNDLACH: WOULD BRING GOLD DOWN TO ABOUT 10% OF PORTFOLIO
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US 2- TO 7-YEAR YIELDS RISE AT LEAST 10 BASIS POINTS ON DAY
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*GUNDLACH: THINK WE NEED TO PRICE OUT ASSUMPTION OF DEC. CUT
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