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tradersclub.bsky.social
USTR proposes modifications of section 301 action over China's targeting of maritime, logistics and shipbuilding sectors - Federal Register
tradersclub.bsky.social
NY Fed Manufacturing Actual 10.7 (Forecast -1.8, Previous -8.70)
tradersclub.bsky.social
Oracle and Microsoft partner to enhance supply chain efficiency

Oracle: New AI agents within Oracle fusion cloud applications
tradersclub.bsky.social
Morgan Stanley Q3 2025 Earnings
- Rev $18.22B (est $16.34B)
- Wealth Management Net Rev. $8.23B (est $7.78B)
- Equities Sales & Trading Rev $4.12B (est $3.41B)
- FICC Sales & Trading Rev $2.11B (est $2.07B)
- Provision For Credit Losses $0 (est $97.1M)
tradersclub.bsky.social
S&P 500 -0.66% since the start of the government shutdown
tradersclub.bsky.social
Small Business Uncertainty Index from ⁦NFIB⁩ rose sharply in September and is near upper end of historical range
tradersclub.bsky.social
Bank Of America Q3 2025 Earnings
- Rev $28.09B (est $27.59B)
- Net Interest Income $15.23B (est $15.03B)
- Net Charge-Offs $1.37B (est $1.52B)
- Loans $1.17T (est $1.16T)
- Total Deposits $2.00T (est $2.02T)
- Sees Q4 NII FTE $15.6B To $15.7B
tradersclub.bsky.social
ASML Q3 25 Earnings:
• Net Sales: €7.52B (est. €7.71B)
• Gross Margin: 51.6% (est. 51.4%)
• Bookings: €5.40B (est. €4.89B)
• Sees Q4 Net Sales: €9.2B to €9.8B (est. €9.23B)
• Doesn’t Expect FY26 Total Net Sales To Be Below FY25
tradersclub.bsky.social
Friday's 2.7% decline was the biggest since loss 4/10/25...

... but the peak to trough move of -3.2% doesn't stand out at all.
tradersclub.bsky.social
Trump accuses China of an "economically hostile act" for not buying US soybeans.

Trump says he is considering "terminating" business with China having to do with cooking oil, and other elements of trade, as retribution.
tradersclub.bsky.social
US Trade Representative Greer: Xi and Trump are still set to meet; there's a scheduled time.
tradersclub.bsky.social

US Trade Representative Greer: We have export controls we can impose if we need to.
tradersclub.bsky.social
US Trade Representative Greer: 100% US tariffs on China could come sooner.
tradersclub.bsky.social
US Trade Representative Greer: November 1st tariffs depend on what China does.
tradersclub.bsky.social
US Trade Representative Greer: China rare earths measure came out of nowhere.
tradersclub.bsky.social

US Trade Representative Greer: We have had constructive talks with China over the past 6 months
tradersclub.bsky.social
US House Speaker Johnson: The Trump admin has the right to move funds to pay troops.
tradersclub.bsky.social
Blackrock CEO Fink: If we do not grow our economy by 3% a year over next 10 years, our deficits are going to overwhelm this economy
tradersclub.bsky.social
MOO Imbalance
S&P 500: -329 mln
Nasdaq 100: +3 mln
Dow 30: -61 mln
Mag 7: -2 mln
tradersclub.bsky.social
French PM Lecornu: The government is suspending pension reform until the next presidential election.
tradersclub.bsky.social
French PM Lecornu: Plans targeted tax increases for some big companies.
tradersclub.bsky.social
White House Budget Office: We will continue layoffs.
tradersclub.bsky.social
he EU considers forced tech transfers for new Chinese investments, with the EU also considering enforcing joint ventures.
tradersclub.bsky.social
US Ambassador to NATO Whitaker: Expect big Ukraine weapons announcements tomorrow.
Ukraine's deep-range ability may change Putin's thinking; deep-range strikes would put Russia's energy at risk.
tradersclub.bsky.social
Goldman Sachs Q3 2025 Earnings
- EPS $12.25 (est $11.04)
- Rev $15.18B (est $14.17B)
- Equities Trading Rev $3.74B (est $3.94B)
- FICC Sales & Trading Rev $3.47B (est $3.18B)
- Net Interest Income $3.85B (est $2.87B)
- AUM $3.45T (est $3.4T)