Please join Doug Noland and David McAlvany this Thursday, October 30th, at 4:00 pm Eastern/2:00 pm Mountain Time for the McAlvany Wealth Management Tactical Short Q3 recap conference call, “Loose Conditions, Excess and Fed Accommodation.” Click here to register.
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Tuesday, October 28, 2025
Wednesday's News Links
[CNBC] Stock futures were little changed as investors await Fed rate decision: Live updates
[Yahoo/Bloomberg] Trump Expects Lower Fentanyl Tariff, Nvidia Talks With Xi
[AP] Trump-Xi meeting looms over APEC conference in South Korea as free trade falters
[Yahoo/Reuters] Tariffs to raise costs, delay oil and gas projects in 2026, report says
[Bloomberg] Bessent Calls on Japan to Give BOJ Space to Fight Inflation
[WSJ] After Demolishing the U.S.-China Relationship, Trump Is Rebuilding It His Way
[WSJ] Trump, Xi to Discuss Lowering China Tariffs for Fentanyl Crackdown
[WSJ] Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite
[FT] Apple joins Microsoft and Nvidia in elite $4tn valuation club
Tuesday Evening Links
[CNBC] Stock futures were little changed as investors await Fed rate decision: Live updates
[Reuters] US consumer confidence slips to six-month low; worries over job availability rising
[Yahoo/Bloomberg] US Home Prices Post Weakest Gain in More Than Two Years
[AP] South Korea trade deal appears elusive as Trump seeks $350B investment
[Yahoo/Bloomberg] Nvidia CEO Downplays AI Bubble Fears as He Enlists New Partners
[Yahoo/Bloomberg] Trump Uses Government-Investing Push to Boost Nuclear Industry
[Yahoo/Bloomberg] Liquid Credit’s Wobbles Are Good for Private Lenders, Ares Says
[Yahoo/Bloomberg] Israel Orders Strikes on Gaza in Fresh Threat to Ceasefire
[Bloomberg] Fed Seen Cutting Rates, But With No Added Signal
[Bloomberg] Goldman Pauses $2.5 Billion Sevita Loan With Plan to Revise Sale
[Bloomberg] JPMorgan Sees Fed Reviving 2019 Playbook to Ease Market Strains
[Bloomberg] China Closing In on US as Leader in Global Science, Study Shows
[WSJ] Senate Rebukes Trump on Brazil Tariffs
Tuesday Afternoon Links
[Axios] Fresh Republican shutdown divisions erupt in private call
[Axios] 4 ways federal shutdown pain will spread to millions more Americans
[Yahoo Finance] Layoffs mount at major employers amid tough labor market
[Yahoo/Reuters] US, Japan leaders sign rare earths, nuclear power deal ahead of Trump-Xi meeting
[AP] US launches strikes on 4 alleged drug-running boats in the eastern Pacific, killing 14
[AP] Gaza ceasefire tested as Israel and Hamas exchange fire and blame