Ep. 295 Launch Financial- October Review in the Markets

But anyway, let's get into the markets because this is also a monster week.

End of the month.

Very volatile week over the last few weeks.

Marco is actually up.

This week, monster week of earnings.

And of course, all eyes on the Federal Reserve as they close their two-day meeting.

72% last check on Fed futures of holding rates steady.

But we just had before the bell Coca-Cola Dow component report earnings.

After the bell, we have Robinhood, Visa.

Tomorrow is a huge day with Microsoft, Alphabet, the parent company of Google, of course, and then Amazon after the bell Thursday, just to name a few.

We will pause as always so that Ashley can chime in on her views of the volatility, kind of this unwind of the AI data center trade, anthropic IPO, lots of things to unpack.

Yeah, it is a big week of earnings, like you mentioned.

So I think that'll be interesting to see outlook.

We always think it's interesting to take a look at outlook from these corporations, airlines, and especially as we're heading into kind of the end of the year holiday season.

So outlook there from these different companies will be interesting to to see.

And then of course, the Fed is set to kick off their most recent monetary policy meeting today.

And so while it is very expected that rates are going to remain unchanged, everyone is discussing whether there might be clues on another rate hike and whether that will take place before the end of the year.

We've been seeing lots of inflation data come flooding in over the last few weeks.

That I think is kind of why we're expecting rates to remain unchanged.

But I think it'll be interesting to see what clues they provide based on all of these earnings, continued economic and inflation data over the next few weeks.

Yeah, we have all those things.

You had a point out, which I thought was really interesting.

Bitcoin and gold down about 7% each, the two worst performing asset classes.

I guess I thought that that might perform a little bit better given the face of potential inflation since the CPI and PPI data from a few weeks back.

So that's an interesting thing.