Daily Newsletter 10/29/25
Markets today navigate a complex landscape shaped by monetary policy shifts, geopolitical diplomacy, earnings season nuances, and transformative tech innovations.
Today’s market action is dominated by the Federal Open Market Committee (FOMC) meeting, with a 25 basis point interest rate cut fully priced in by investors. The Fed’s decision is eagerly awaited as markets try to gauge the path of monetary policy amid mixed economic signals.
In Asia, former President Donald Trump is currently on a high-stakes diplomatic tour, meeting Japan’s leaders and soon to have a pivotal meeting with Chinese President Xi Jinping in South Korea tomorrow. The Trump-Xi meeting is widely expected to have a significant impact on market sentiment, especially regarding the ongoing U.S.–China trade disputes. Both sides hope to ease tensions, with traders optimistic about a potential beneficial agreement. However, long-term rivalry and tariff tensions are likely to persist despite any tactical progress.
Gold prices have rebounded recently, supported by safe-haven demand amid geopolitical uncertainties and macroeconomic concerns. This resurgence highlights gold’s role as a hedge in volatile environments.
On the corporate front, earnings reports so far have generally exceeded expectations. Nevertheless, investors should analyze these earnings carefully, with particular attention to the medium-term impact of tariffs and trade policies that could reshape supply chains and cost structures.
In the tech sector, Microsoft’s valuation surged to an astonishing $4 trillion, driven largely by its restructuring efforts around OpenAI and artificial intelligence endeavors. Yet, a debate lingers over how to define Artificial General Intelligence (AGI), reflecting ongoing challenges in AI development and governance.
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