Paid Daily · Resources · Ask Plutus
October 25th First Call
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Chapters13 segments · tap to seek
ticker lesson
Breakdown
1:30lesson
Market open setup and event risk
- Oil softer by 0.7%
- Stocks up 0.1%
- No attack over Iran
- CFDs as stand-in for futures
4:12lesson
Sentiment-driven market behavior
- Sentiment shift
- Event risk subsiding
- Market repositioning
- Earnings season ahead
5:59lesson
Earnings calendar and market expectations
- Earnings calendar for Monday-Tuesday
- AI-related stocks
- Fed meeting on Wednesday
7:48lesson
Market focus on AI and earnings
- AI infrastructure focus
- Fed meeting impact
- Earnings surprises
9:49lesson
Earnings surprises and market reactions
- Positive earnings surprises rewarded
- Negative surprises punished
- Surprise skew due to outliers
11:55lesson
Fed meeting and rate hike expectations
- Market pricing for December hike
- Consensus on two hikes this year
- Dovish shift in projections
14:19lesson
Fed's rate hike plans and market implications
- Hike likely by March
- Uncertainty about future hikes
- Market focus on Fed's next steps
16:30lesson
Bonds and sentiment-driven market
- Bonds ignoring oil
- Sentiment reset in market
- Trade short bonds, long AI
18:33lesson
Market sentiment and geopolitical risks
- War trade broken
- Bonds and gold on different time
- Trumpian tea leaves
21:01lesson
Fed's response to bond market pressures
- Fed downplays bond market issues
- Contagion concerns from Silicon Valley Bank
- Market uncertainty
22:54lesson
Sovereign borrowing and market confidence
- Sovereign certainty through long-term borrowing
- Short-term debt rolling
- Market confidence in strategy
25:18lesson
Treasury auctions and market expectations
- Five-year note auction on Tuesday
- Seven-year note auction on Thursday
- Market confidence in auctions
27:41lesson
Market open and event risk
- No bombings over weekend
- Oil gapped higher
- Stocks mixed
- Market repositioning
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