Another Rate Cut Coming?

Sunday, October 26, 2025 Hello investors! Buckle up – we're heading into one of the most action-packed weeks of the year. We've got a Fed meeting, a Trump-Xi summit, mega-cap tech earnings that could reshape the market narrative, and a Honeywell spinoff that'll create a brand-new publicly traded company. Oh, and did I mention Halloween falls on Friday with the Fed's favorite inflation gauge? Let's break down everything that could move your portfolio in the days ahead. This Week's Big Questio

Sunday, October 26, 2025 Hello investors! Buckle up – we're heading into one of the most action-packed weeks of the year. We've got a Fed meeting, a Trump-Xi summit, mega-cap tech earnings that could reshape the market narrative, and a Honeywell spinoff that'll create a brand-new publicly traded company. Oh, and did I mention Halloween falls on Friday with the Fed's favorite inflation gauge? Let's break down everything that could move your portfolio in the days ahead. This Week's Big Question: Will Big Tech Deliver or Disappoint? Here's the trillion-dollar question: Can Microsoft, Alphabet, Meta, Apple, and Amazon justify their sky-high valuations? We're about to find out. Wednesday and Thursday bring us an absolute gauntlet of mega-cap earnings that will likely set the tone for the entire market through year-end. But before we get there, the Fed takes center stage Wednesday afternoon. Will Powell & Co. signal a pause in their rate trajectory? And more importantly, how will markets react to whatever they decide? The Fed's Big Moment: Patience or Panic? Wednesday, 2:00 PM ET – All eyes turn to the Federal Reserve's monetary policy announcement, followed by Chairman Jerome Powell's press conference at 2:30 PM. Here's what's at stake: Inflation has been sticky, the economy remains resilient, and the market is desperately trying to read the tea leaves on future rate moves. Will Powell give us any hints about the path forward, or will he stick to the "data-dependent" script we've heard on repeat? Pro tip: Watch the initial market reaction carefully – sometimes the real move doesn't happen until Powell starts taking questions. Big Tech Earnings Extravaganza This is where things get really interesting. Check out this lineup: Wednesday after close: Microsoft (MSFT) – Azure growth and AI monetization will be key Alphabet (GOOG) – Cloud performance and search ad trends in focus Meta Platforms (META) – Reality Labs losses vs. advertising strength Thursday after close: Apple (AAPL) – iPhone sales and Services revenue trajectory Amazon (AMZN) – AWS demand, AI initiatives, and holiday outlook (earnings call at 5:00 PM) Here's what makes this even more fascinating: Amazon's earnings call could create ripple effects across multiple stocks. Suppliers like Aterian and Credo Technology have historically traded directionally with Amazon on earnings day. Even Macy's and Best Buy show high correlation with Amazon's results. One company's report could move dozens of stocks. Trump-Xi Summit: Trade War Truce or More Tension? Thursday marks the kickoff of the 2025 APEC summit in Gyeongju, South Korea, where President Trump and President Xi Jinping are expected to meet face-to-face to address ongoing trade disputes. Will we see progress on tariffs and technology restrictions? Or will tensions escalate? The semiconductor sector, industrial stocks, and multinational corporations could all swing based on headlines from this meeting. Keep your alerts on. Corporate Shake-Up: Honeywell's Big Spinoff Also on Thursday, Honeywell officially spins off its advanced materials business into a standalone company called Solstice Advanced Materials (ticker: SOLSV). If you owned Honeywell shares as of October 17, you'll receive one share of Solstice for every four shares of Honeywell you held. These spinoffs often create interesting opportunities as the market digests the new capital structure and investors decide which entity they prefer. Volatility Watch: Which Stocks Could Make Big Moves? Options traders are betting on significant price swings for several names this week: High volatility expected: Inhibrx Biosciences (INBX) Deckers Outdoor (DECK) Bloom Energy (BE) – double-digit move expected on earnings Wayfair (W) – double-digit move expected on earnings Carvana (CVNA) – double-digit move expected on earnings Centene (CNC) – double-digit move expected on earnings Shake Shack (SHAK) – double-digit move expected on earnings Roblox (RBLX) – double-digit move expected on earnings Overbought territory (potential pullback candidates): Investview (INVU) Armata Pharmaceuticals (ARMP) Tourmaline Bio (TRML) Oversold territory (potential bounce candidates): Integer (ITGR) Ready Capital (RC) United Homes Group (UHG) Short squeeze potential: Beyond Meat (BYND) – high short interest + social media buzz Kohl's (KSS) – high short interest + social media buzz Your Day-by-Day Roadmap Monday: Notable earnings: Welltower, NXP Semiconductors, Keurig Dr Pepper IPO pricings: MapLight Therapeutics, HW Electro, Navan Dividend watch: Realty Income, Morgan Stanley, Cal-Maine, Citizens Financial Tuesday: Morning: S&P/Case-Shiller House Price Index (9:00 AM) After close: Visa, UnitedHealth, Booking Holdings, Royal Caribbean, UPS, Mondelez, PayPal All day: Adobe MAX creativity conference in San Francisco (Nvidia, Amazon, Dell participating) All day: Ira Sohn San Francisco investment conference Wednesday: Fed announcement (2:00 PM) and Powell presser (2:30 PM) After close: Microsoft, Alphabet, Meta, Caterpillar, Boeing, Verizon Thursday: APEC summit begins – Trump-Xi meeting expected Honeywell/Solstice spinoff becomes official Core Scientific shareholder vote on $9B CoreWeave acquisition ECB policy statement (7:15 AM ET) and press conference After close: Apple, Amazon, Eli Lilly, Mastercard, Merck, Altria, Comcast, Gilead Amazon earnings call at 5:00 PM – watch for AWS commentary Friday: Core PCE price index for September (Fed's preferred inflation gauge) Notable earnings: Exxon Mobil, AbbVie, Chevron, Charter Communications Halloween!  The Bottom Line This week has the potential to reshape market sentiment heading into the final stretch of 2025. Between Fed policy, geopolitical developments, massive tech earnings, and key economic data, there's no shortage of catalysts. My advice? Don't get caught off guard. Review your positions, check your stop losses, and be prepared for elevated volatility. And if you're sitting on the sidelines with cash, this could be the week that presents opportunities – especially after the dust settles from all these events. What's your biggest concern heading into this week – the Fed decision, tech earnings, or the Trump-Xi meeting? Hit reply and let me know. I'll feature the most interesting takes in next week's edition. Until then, stay sharp and happy investing! FindBetterTrades P.S. – Don't forget to adjust your portfolio for those dividend ex-dates on Monday if you're chasing yield. And if you're holding Honeywell, make sure your brokerage account is set up properly to receive your Solstice spinoff shares. Trading Strategy Guides © 2025 – Unsubscribe