U.S. Digest: Nvidia Rebounds Ahead Of Earnings, Apple Delays New Iphone Air, Trump Eyes Debt Paydown
Apple delays next iPhone Air launch to 2026 amid weak global sales.
Nvidia Stock Shows Strong Momentum Ahead Of Q3 Earnings Report
Analysts predict an adjusted EPS of $1.25 for Nvidia in Q3, up from $0.81 last year.
Silver Now Up Over $2 On The Day As Rate Cut Expectations Rise
Both silver the spot price and the futures price are up over $2 on the day, while Wall Street is now talking about more rate cuts again.
Third-Quarter 2025 Thematic Growth Update
As we move into the fourth quarter, there are signs that investors may be becoming cautious of the heavy spending by some of these mega-cap companies, as seen in their increasing CapEx numbers.
Nasdaq Surges 522 Points For Best Day Since May
Tech stocks swayed the broader market once again, rebounding as the Senate moved forward with a deal to end the government shutdown.
EUR/USD Steady Amid U.S. Shutdown Deal Speculation And Cautious ECB Tone
EUR/USD remains flat as White House's backing for a shutdown deal limits Euro gains.
Gold Flashes Warning Signals
Market breadth continues deteriorating. Stocks above their 200-day moving average, 50-day, and 20-day all show weakness. Yet indexes grind higher on the backs of the biggest names.
Top 3 Oversold Stocks Ripe For A Strong Comeback In 2026
Fiserv, DoorDash, and Royal Caribbean have slipped into the oversold territory.
Tabulated State Level Jobless Claims Continue Neutral Trend
Unadjusted continuing claims for the week ending October 25 totaled 1,711,947 vs. 1,646,920 last year, an increase of 3.9%.
“Helping” People Into Lifelong Debt
Mortgage rates are lower than they were a year ago, and home prices have fallen in many areas.
Airbnb Keeps Generating Strong FCF And FCF Margins And Could Be 15% -20% Too Cheap
Airbnb, Inc.'s Q3 results showed +9.7% YoY revenue growth and 11.5% free cash flow (FCF) growth.
Broadcom Just Triggered The Perfect “Buy The Dip” Signal
Strong earnings and guidance recently pushed AVGO to the top of investor watchlists as AI chip demand accelerates.
Economy Is Struggling
Weakening economic growth and persistent inflation remain a problem.
Gold Funds See Record Inflows As Socialism Comes To New York
According to Lipper data, gold mining funds in the U.S. saw remarkable flows in the third quarter, collecting some $5.4 billion. That’s the most in a single quarter since December 2009.
Weekly Market Review And Strategy Update
A wave of caution swept through markets in the first week of November, thus putting a chill on the latest rally. Nonetheless, we remain guardedly optimistic for above average returns during the nex one-to-three months.
Consumer Sentiment Drops Again, Current Conditions Hit New Record Low
What’s the matter with these people? Trump says the economy is humming.
All Of This Is Going To Unleash Another Round Of Inflation
The Trump administration is flooding the financial system with money whether it be in the form of fiscal spending, stimulus checks/ helicopter money, or monetary easing via the Fed. All of this is highly inflationary.
Stocks Jump As Investors Stand To Benefit From An Imminent Reopening, Favorable Seasonals
Investors are going on the offensive to start this week after a few Senate Democrats announced they will support an agreement to end the government shutdown.
Gold Rises Despite Easing Fed Cut Bets, U.S. Dollar Recovery
Gold trades near $4,092 as markets reduce bets on a December Fed amid a US Dollar rebound.
Macro Briefing - Monday, Nov. 10
Fed funds futures continue to price in moderately high odds that the Federal Reserve will cut interest rates again at the next FOMC meeting in December.

