MARKET NEWS / CREDIT BUBBLE DAILY

Friday, October 31, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Friday, October 31, 2025
Doug Noland Posted on October 31, 2025

[CNBC] S&P 500 and Nasdaq rise after Apple, Amazon earnings beat: Live updates

[Yahoo/Bloomberg] AI-Led Investments Are Driving US Economic Growth

[AP] Deal between the US and China is undoing damage from a self-inflicted trade war

[CNBC] Powell forced to stave off uprisings in markets and on his own Fed board as his term ends

[Yahoo Finance] Kansas City Fed’s Schmid wanted to hold rates steady this week on inflation concerns

[CNBC] Millions face ‘huge sticker shock’ when ACA open enrollment starts Nov. 1

[AP] Xi and Carney, meeting in South Korea, try to rebuild China-Canada relations

[CNBC] China manufacturing slump deepens to 6-month low in October, as PMI misses estimates

[Yahoo/Reuters] Analysis-BOJ locks in near-term rate hike, yen may sway timing

[Reuters] Taiwan does not want China’s ‘one country, two systems’, president says

[Bloomberg] Here’s How US, China Statements Compared After Xi-Trump Summit

[Bloomberg] Trump Touts Rare-Earth Win in Talks That Showed Xi’s Strong Hand

[Bloomberg] Hedge Funds Are Betting Yen Will Slide to 160 by Year’s End

[WSJ] Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough

[WSJ] The Long Road to a U.S.-China Trade Pact

[WSJ] More Home Purchases Are Falling Through in an Uncertain Economy

[WSJ] Japan Economy Shows Some Strength as Markets Weigh BOJ Hike

[FT] The AI bubble has reached its ‘fried chicken’ phase

[FT] Fed eases debt concerns with plan to end QT and buy more bonds

[FT] Why I love the IMF global financial stability report

[FT] Donald Trump-Vladimir Putin Budapest summit axed following Moscow memo

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