Strong Tech Earnings Outweigh Doubts About Further Rate Cuts in 2025

Published on November 7, 2025

Big tech names performed strongly last week, carrying the S&P 500 into positive territory. Fears of an AI bubble are making investors wary of the breakneck pace of capital expenditures. Amazon’s (AMZN) stellar earnings after Thursday’s close indicate the capex boom is pressing on, however.

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Markets Continue Upward March in October

November 7, 2025
Even with the government shutdown casting a shadow over Washington D.C., equity markets have continued their upward march, fueled by a trifecta of positive surprises: cooler-than-expected inflation, another rate cut by the Federal Reserve (Fed) and easing trade tensions.

Disruptive Theme of the Week: Debasement Themes

November 7, 2025
Wall Street excels at creating catch phrases. The latest one is the “debasement trade.” JP Morgan analysts coined the term earlier this year. Thanks to macroeconomic and geopolitical factors such as lower interest rates, rising fiscal deficits, trade policies, and global geopolitical tensions, concern is rising about the debasement or devaluation of fiat currency.