Articles & information to keep you informed.

The government shutdown begins its 5th week and is just two days shy of the longest on record at 35 days (2018). Election day on Nov. 4th will not impact operation of financial markets.

News of a trade agreement between the U.S. and China is percolating and will likely help spur the market higher - especially in light of the almost certain (96.7%, CME) expectations for a Federal funds rate cut of 25bps following the FOMC meeting. Mag 7 earnings are front and center with META and MSFT on Wednesday, followed by AMZN on Thursday, with results scrutinized for clues on future AI-related capex spend as well as commentary on expanding use cases and ROI for AI in the general economy.

A busy week ahead as almost 100 SPX companies are set to report 3Q25 earnings including two closely watched mega-caps, TSLA and NFLX. TSLA has already provided 3Q deliveries which were boosted by the curtailment of subsidies and investors will be focused on the outlook for 2026 deliveries as well as updates on FSD and robotics.

Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.

3Q earnings season is here with 35 SPX companies set to report with the emphasis on large financial services companies including JPM, C, BAC, WFC, BLK, GS, MS, SCHW and AXP. Earnings could provide a "tell" on the outlook for the economy with investors focused on both credit quality/delinquencies as well as loan growth in the financial industry given recent weakness in the BDC space due to recent bankruptcies of Tricolor and First Brands.