October 30, 2025 Crossing Wall Street
Morning News: October 30, 2025
Indian Rupee Nears Record Low as Fed-Driven Strong Dollar Weighs
Trump and Xi Ease Tension With Truce on Tariffs, Rare Earths
China’s Pause on Rare Earth Controls: What to Know
Trump Says Nvidia Chip Talks With Xi Didn’t Cover Blackwell
Trump-Xi Truce Buys Time as Both Seek Leverage in Broader Fight
Bessent Says China to Buy 12 Million Tons of Soybeans This Year
Why Trump Put Fentanyl at the Core of US-China Trade Spat
Trump, South Korea Reach Terms on Trade Deal
Sheinbaum Gets a Shot at Making Mexico Grow Faster Than the US
Golden Age of Cocaine Smuggling Puts Brazil’s Fragile Truce With Trump at Risk
Powell’s December Warning Exposes Hardening Divisions at Fed
Future Fed Rate Cuts ‘Far’ From Certain After Divided Meeting
A Month Without Data Muddles the Economic Picture
Hungry Americans Will Pay the Price for This Shutdown
The Currency Illusion Behind the Paul Ryan Border Adjustment Tax
New York’s Golden Handcuffs: Why the City Has a Special Hold on the Rich
Fiserv Erases $30 Billion in Market Value After New CEO Pulls Guidance
AIG to Buy Stakes in Convex, Onex for More Than $2.7 Billion
World Power Demand to Rise Almost a Third by 2035, Rystad Says
Meta, Microsoft Test Investors With 89% AI-Fueled Spending Surge
The Data Center Proliferation Must Be About Much More Than Data
Big Government, Not Big Business, Is Killing Competition
Boeing’s Turnaround Is Being Choked by FAA Red Tape
Airbus Cuts A220 Production Target Amid Supply-Chain Hurdles
Stellantis Warning on Charges Overshadows Revenue Gain
Novo Offers $6.5 Billion for Metsera to Challenge Pfizer
The Direct Route to Cheaper Pharmaceutical Drugs
YouTube TV Flexes Muscles Again in Showdown With Disney
A Warner Bros. Sale Makes Sense on Paper. But at What Cost?
‘House of Dynamite’ Nails the Psychological Reality of Nuclear War
John Malone Stepping Down as Chairman of Liberty Media, Liberty Global
Roblox Bookings and Users Top Estimates Thanks to Three Hit Games
Hershey Sees Soft Halloween Sales, While Nudging Up Outlook
Why Did My Favorite Candy Bar Drop ‘Milk Chocolate’ From the Label?
Starbucks Cafe Sales Stabilize After Year-and-a-Half-Long Slide
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Posted by Eddy Elfenbein on October 30th, 2025 at 7:06 am
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.