FOMC Minutes Amid Shutdown! Is Fed Ready to Go Further?

Traders await minutes of the Fed's last policy meeting later in the week, while the federal government shutdown entered its sixth day. Last month, the central bank reduced its benchmark rate by 25 bps. Powell said in September that the Fed was facing a "challenging situation", noting that near-term risks to inflation were tilted to the upside and those to employment leaning downside. Powell is scheduled to speak on Thursday. -------- Do you expect another 25 bps in October? How will market move this week? With multiple stocks surging, is market entering a stage of irrational exuberance?

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KYHBKO

2025-10-26

<Part 5 of 5> My investing muse (27Oct25)

My Investing Muse (27Oct25) Layoffs, Bankruptcy & Closure news The American job market faces its deepest pessimism since the 2008–09 Great Recession, per CNN A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, an increase of 15%, per the American Bankruptcy Institute. - X user Unusual Whales Many Hitchcock’s stores are holding 30% off sales and plan to close at the end of October. Some locations will reopen about a month later under the Winn-Dixie brand. - The Street Initial jobless claims filed by federal workers spiked +121% week-over-week, reaching 7,244 in the week ending October 11th, the highest since the 2019 government shutdown. While the Labor Department has paused its weekly reports, state-level data

<Part 5 of 5> My investing muse (27Oct25)

KYHBKO

2025-10-26

<Part 1 of 5> Economic Calendar for week 27Oct25

Economic Calendar: Key Market Movers (week of 27Oct25) Public Holidays There are no public holidays in Singapore, China and America in the coming week. Hong Kong celebrates the Chung Yeung Festival on 29Oct25 Hong Kong Public Holiday: The 29th of October will be a public holiday in Hong Kong to observe Chung Yeung Day. It is known as the Double Ninth Festival and is a day for honouring ancestors and caring for the elderly. Key Economic Announcements and Market Indicators The upcoming week will feature several key economic announcements providing insights into the current state of the economy, monetary policy, and sector-specific performance. Monetary Policy and Inflation The most significant event will be the Federal Open Market Committee (FOMC)’s interest rate dec

<Part 1 of 5> Economic Calendar for week 27Oct25

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Powell is scheduled to speak on Thursday.\n--------\nDo you expect another 25 bps in October?\nHow will market move this week?\nWith multiple stocks surging, is market entering a stage of irrational exuberance?\n","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1759223348296,"userCounts":13,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f4b26818dbb34da0a40c7a47f854b753}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":1,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1760284800000,"rewardEnd":true,"symbols":[],"tweetCounts":115,"categoryId":"7cbb30544f7e4946acd0f699136a7d66","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"FOMC Minutes Amid Shutdown! 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Some locations will reopen about a month later under the Winn-Dixie brand. - The Street Initial jobless claims filed by federal workers spiked +121% week-over-week, reaching 7,244 in the week ending October 11th, the highest since the 2019 government shutdown. While the Labor Department has paused its weekly reports, state-level data","listText":"My Investing Muse (27Oct25) Layoffs, Bankruptcy &amp; Closure news The American job market faces its deepest pessimism since the 2008–09 Great Recession, per CNN A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, an increase of 15%, per the American Bankruptcy Institute. - X user Unusual Whales Many Hitchcock’s stores are holding 30% off sales and plan to close at the end of October. Some locations will reopen about a month later under the Winn-Dixie brand. - The Street Initial jobless claims filed by federal workers spiked +121% week-over-week, reaching 7,244 in the week ending October 11th, the highest since the 2019 government shutdown. While the Labor Department has paused its weekly reports, state-level data","text":"My Investing Muse (27Oct25) Layoffs, Bankruptcy & Closure news The American job market faces its deepest pessimism since the 2008–09 Great Recession, per CNN A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, an increase of 15%, per the American Bankruptcy Institute. - X user Unusual Whales Many Hitchcock’s stores are holding 30% off sales and plan to close at the end of October. Some locations will reopen about a month later under the Winn-Dixie brand. - The Street Initial jobless claims filed by federal workers spiked +121% week-over-week, reaching 7,244 in the week ending October 11th, the highest since the 2019 government shutdown. While the Labor Department has paused its weekly reports, state-level data","images":[{"img":"https://community-static.tradeup.com/news/322a4adb3a8ba276e87918fce338e516","width":"868","height":"900"},{"img":"https://community-static.tradeup.com/news/1974a17a9153a1919cc6d2520608a726","width":"431","height":"575"},{"img":"https://community-static.tradeup.com/news/481f1197e3d44a0319ef2da7b303eefd","width":"680","height":"364"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/493416849961416","isVote":1,"tweetType":1,"viewCount":3741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":493414622671328,"gmtCreate":1761485117561,"gmtModify":1761485133177,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"<Part 1 of 5> Economic Calendar for week 27Oct25","htmlText":"Economic Calendar: Key Market Movers (week of 27Oct25) Public Holidays There are no public holidays in Singapore, China and America in the coming week. Hong Kong celebrates the Chung Yeung Festival on 29Oct25 Hong Kong Public Holiday:&nbsp;The&nbsp;29th of October&nbsp;will be a public holiday in Hong Kong to observe&nbsp;Chung Yeung Day. It is known as the Double Ninth Festival and is a day for honouring ancestors and caring for the elderly. Key Economic Announcements and Market Indicators The upcoming week will feature several key economic announcements providing insights into the current state of the economy, monetary policy, and sector-specific performance. Monetary Policy and Inflation The most significant event will be the&nbsp;Federal Open Market Committee (FOMC)’s interest rate dec","listText":"Economic Calendar: Key Market Movers (week of 27Oct25) Public Holidays There are no public holidays in Singapore, China and America in the coming week. Hong Kong celebrates the Chung Yeung Festival on 29Oct25 Hong Kong Public Holiday:&nbsp;The&nbsp;29th of October&nbsp;will be a public holiday in Hong Kong to observe&nbsp;Chung Yeung Day. It is known as the Double Ninth Festival and is a day for honouring ancestors and caring for the elderly. Key Economic Announcements and Market Indicators The upcoming week will feature several key economic announcements providing insights into the current state of the economy, monetary policy, and sector-specific performance. Monetary Policy and Inflation The most significant event will be the&nbsp;Federal Open Market Committee (FOMC)’s interest rate dec","text":"Economic Calendar: Key Market Movers (week of 27Oct25) Public Holidays There are no public holidays in Singapore, China and America in the coming week. Hong Kong celebrates the Chung Yeung Festival on 29Oct25 Hong Kong Public Holiday: The 29th of October will be a public holiday in Hong Kong to observe Chung Yeung Day. It is known as the Double Ninth Festival and is a day for honouring ancestors and caring for the elderly. Key Economic Announcements and Market Indicators The upcoming week will feature several key economic announcements providing insights into the current state of the economy, monetary policy, and sector-specific performance. Monetary Policy and Inflation The most significant event will be the Federal Open Market Committee (FOMC)’s interest rate dec","images":[{"img":"https://community-static.tradeup.com/news/4f45de83b2ea9c3c5ba27eb5edd7ee2f","width":"1052","height":"842"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493414622671328","isVote":1,"tweetType":1,"viewCount":3729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":491302265197272,"gmtCreate":1760969487133,"gmtModify":1760969490906,"author":{"id":"3584137814683278","authorId":"3584137814683278","name":"RJR","avatar":"https://static.itradeup.com/news/273d2cee1b96dad554946cf91cf3727f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584137814683278","authorIdStr":"3584137814683278"},"themes":[],"title":"","htmlText":"GM all DM cm you reman eh EV can m can be can cm can end at UK I of glass can be good","listText":"GM all DM cm you reman eh EV can m can be can cm can end at UK I of glass can be good","text":"GM all DM cm you reman eh EV can m can be can cm can end at UK I of glass can be good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/491302265197272","isVote":1,"tweetType":1,"viewCount":4998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487988191105352,"gmtCreate":1760157320869,"gmtModify":1760325332277,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Big-Tech Weekly | The Rougher the Seas, the Steadier Microsoft","htmlText":"Big-Tech’s PerformanceMacro Headlines This Week:The U.S. government shutdown continues to ripple through the economy. Since entering shutdown mode on October 1, select federal agencies have halted normal operations, delaying data releases and curtailing government contracts and project spending. Key economic indicators—like employment and manufacturing reports—are proving hard to release on time, reducing market visibility. That said, CPI data is still slated for release on October 24, thanks to the Labor Department recalling some staff to compile it (to avoid unduly influencing the Fed). Meanwhile, several state economies are showing contraction signals, with heavyweights like California and New York nearing inflection points.Tariff threats are reigniting tensions. Trump posted on social","listText":"Big-Tech’s PerformanceMacro Headlines This Week:The U.S. government shutdown continues to ripple through the economy. Since entering shutdown mode on October 1, select federal agencies have halted normal operations, delaying data releases and curtailing government contracts and project spending. Key economic indicators—like employment and manufacturing reports—are proving hard to release on time, reducing market visibility. That said, CPI data is still slated for release on October 24, thanks to the Labor Department recalling some staff to compile it (to avoid unduly influencing the Fed). Meanwhile, several state economies are showing contraction signals, with heavyweights like California and New York nearing inflection points.Tariff threats are reigniting tensions. Trump posted on social","text":"Big-Tech’s PerformanceMacro Headlines This Week:The U.S. government shutdown continues to ripple through the economy. Since entering shutdown mode on October 1, select federal agencies have halted normal operations, delaying data releases and curtailing government contracts and project spending. Key economic indicators—like employment and manufacturing reports—are proving hard to release on time, reducing market visibility. That said, CPI data is still slated for release on October 24, thanks to the Labor Department recalling some staff to compile it (to avoid unduly influencing the Fed). Meanwhile, several state economies are showing contraction signals, with heavyweights like California and New York nearing inflection points.Tariff threats are reigniting tensions. Trump posted on social","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"},{"img":"https://static.tigerbbs.com/5ae3a30364abdf051912b856123fc62d"},{"img":"https://static.tigerbbs.com/d3f8562de4a15222ca1b1d069344927c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":145,"commentSize":2,"repostSize":11,"link":"https://ttm.financial/post/487988191105352","isVote":1,"tweetType":1,"viewCount":32697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274785641432","authorId":"3479274785641432","name":"Chungllq","avatar":"https://static.tigerbbs.com/159d15638df857f22133cce85bb6593d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274785641432","authorIdStr":"3479274785641432"},"content":"It's interesting to see how Microsoft navigates these turbulent waters.","text":"It's interesting to see how Microsoft navigates these turbulent waters.","html":"It's interesting to see how Microsoft navigates these turbulent waters."}],"imageCount":8,"langContent":"EN","totalScore":0},{"id":487790697971800,"gmtCreate":1760112800886,"gmtModify":1760339269990,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4159970598736412","authorIdStr":"4159970598736412"},"themes":[],"title":"A Busy Day, a Green Portfolio, and a Red S&P 500","htmlText":"Yesterday was one of those whirlwind days where everything blurred together — errands to run, tasks to finish, and time slipping away faster than I could catch it. By midday, my focus was so scattered that I completely forgot I even had a Tiger Brokers account. It wasn’t until the evening, when the pace of the day finally slowed, that the thought suddenly resurfaced like a forgotten to-do list item floating to the top of my mind: “Wait... my stocks!” I opened the Tiger Brokers app and began scrolling through my portfolio, not expecting much after such a long, busy day. To my quiet relief, the numbers were green. SOXS, TLT, and TLH were behind the gain. SOXS had made a decent move upward, while TLT and TLH were gently positive — nothing huge, but enough to tilt the balance in my favor. iSha","listText":"Yesterday was one of those whirlwind days where everything blurred together — errands to run, tasks to finish, and time slipping away faster than I could catch it. By midday, my focus was so scattered that I completely forgot I even had a Tiger Brokers account. It wasn’t until the evening, when the pace of the day finally slowed, that the thought suddenly resurfaced like a forgotten to-do list item floating to the top of my mind: “Wait... my stocks!” I opened the Tiger Brokers app and began scrolling through my portfolio, not expecting much after such a long, busy day. To my quiet relief, the numbers were green. SOXS, TLT, and TLH were behind the gain. SOXS had made a decent move upward, while TLT and TLH were gently positive — nothing huge, but enough to tilt the balance in my favor. iSha","text":"Yesterday was one of those whirlwind days where everything blurred together — errands to run, tasks to finish, and time slipping away faster than I could catch it. By midday, my focus was so scattered that I completely forgot I even had a Tiger Brokers account. It wasn’t until the evening, when the pace of the day finally slowed, that the thought suddenly resurfaced like a forgotten to-do list item floating to the top of my mind: “Wait... my stocks!” I opened the Tiger Brokers app and began scrolling through my portfolio, not expecting much after such a long, busy day. To my quiet relief, the numbers were green. SOXS, TLT, and TLH were behind the gain. SOXS had made a decent move upward, while TLT and TLH were gently positive — nothing huge, but enough to tilt the balance in my favor. iSha","images":[{"img":"https://community-static.tradeup.com/news/2caa762428ba2baf5e315a919d099b08","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/003d87ee41e32996e765d970cf55e6ff","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/2a10fb4ce3b1ec3e59c8a2a804caefa4","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":38,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/487790697971800","isVote":1,"tweetType":1,"viewCount":5950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":487598353944624,"gmtCreate":1760076291834,"gmtModify":1760076389011,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"James_Niffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Positives on MSFT with GenAI share grows.","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> While it hasn't surged in this wave of semiconductor FOMO, it perfectly embodies the old adage: \"A journey of a thousand miles begins with a single step.\" Recent Microsoft research offers eye-opening insights from direct feedback of 300 CIOs. The standout data lies in software spending: 2025 IT budgets remain steady at +3.6%, with software leading the charge at +3.8%; the 2026 outlook shows overall budgets accelerating slightly to +3.8%, and software to +3.9%. Microsoft's steady, \"slow-burner\" growth—averaging +4.1% over the past decade—hits the sweet spot.For MSFT, the biggest prize is GenAI.AI/ML remains firmly atop CIOs' priority list, with hyperscalers emerging as preferred partners and Microsoft leading the pack. Research in","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> While it hasn't surged in this wave of semiconductor FOMO, it perfectly embodies the old adage: \"A journey of a thousand miles begins with a single step.\" Recent Microsoft research offers eye-opening insights from direct feedback of 300 CIOs. The standout data lies in software spending: 2025 IT budgets remain steady at +3.6%, with software leading the charge at +3.8%; the 2026 outlook shows overall budgets accelerating slightly to +3.8%, and software to +3.9%. Microsoft's steady, \"slow-burner\" growth—averaging +4.1% over the past decade—hits the sweet spot.For MSFT, the biggest prize is GenAI.AI/ML remains firmly atop CIOs' priority list, with hyperscalers emerging as preferred partners and Microsoft leading the pack. Research in","text":"$Microsoft(MSFT)$ While it hasn't surged in this wave of semiconductor FOMO, it perfectly embodies the old adage: \"A journey of a thousand miles begins with a single step.\" Recent Microsoft research offers eye-opening insights from direct feedback of 300 CIOs. The standout data lies in software spending: 2025 IT budgets remain steady at +3.6%, with software leading the charge at +3.8%; the 2026 outlook shows overall budgets accelerating slightly to +3.8%, and software to +3.9%. Microsoft's steady, \"slow-burner\" growth—averaging +4.1% over the past decade—hits the sweet spot.For MSFT, the biggest prize is GenAI.AI/ML remains firmly atop CIOs' priority list, with hyperscalers emerging as preferred partners and Microsoft leading the pack. Research in","images":[{"img":"https://static.tigerbbs.com/2c723d6fa55817c139fae1bbc3e06f51"},{"img":"https://static.tigerbbs.com/1ee1839242cf18d7559ef072cb9bdbfc"},{"img":"https://static.tigerbbs.com/5b8d4aa3121dc2233dba99baf6321b50"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/487598353944624","isVote":1,"tweetType":1,"viewCount":7900,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"I think MSFT SHOULD change the financial reporting durations, but instead of quarterly, they should report them MONTHLY. That way, people can see more often what an AWESOME job the company is doing.","text":"I think MSFT SHOULD change the financial reporting durations, but instead of quarterly, they should report them MONTHLY. That way, people can see more often what an AWESOME job the company is doing.","html":"I think MSFT SHOULD change the financial reporting durations, but instead of quarterly, they should report them MONTHLY. That way, people can see more often what an AWESOME job the company is doing."},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Microsoft Data center crunch. Sounds like they are getting more business than they can handle. Must be a good thing. Meaning earnings will be dynamite.","text":"Microsoft Data center crunch. Sounds like they are getting more business than they can handle. Must be a good thing. Meaning earnings will be dynamite.","html":"Microsoft Data center crunch. Sounds like they are getting more business than they can handle. Must be a good thing. Meaning earnings will be dynamite."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":487573403017616,"gmtCreate":1760066792134,"gmtModify":1760084265180,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"The upcoming week will be pivotal for sentiment, as markets balance between monetary optimism and valuation fatigue. Let us examine the key dynamics. --- 1. Policy Outlook — Will the Fed Cut Again in October? A second consecutive 25 bps cut in October is possible but not guaranteed. Arguments for a cut: The government shutdown, now in its sixth day, may dampen short-term GDP growth. Leading indicators such as the ISM Manufacturing PMI and consumer sentiment have softened. Real yields remain elevated, tightening financial conditions despite prior easing. Arguments against a cut: Powell explicitly noted “upside risks to inflation.” Core PCE remains sticky around 2.9%—3.0%, above the Fed’s comfort zone. Cutting too aggressively could undermine the Fed’s inflation-fighting credibility and trig","listText":"The upcoming week will be pivotal for sentiment, as markets balance between monetary optimism and valuation fatigue. Let us examine the key dynamics. --- 1. Policy Outlook — Will the Fed Cut Again in October? A second consecutive 25 bps cut in October is possible but not guaranteed. Arguments for a cut: The government shutdown, now in its sixth day, may dampen short-term GDP growth. Leading indicators such as the ISM Manufacturing PMI and consumer sentiment have softened. Real yields remain elevated, tightening financial conditions despite prior easing. Arguments against a cut: Powell explicitly noted “upside risks to inflation.” Core PCE remains sticky around 2.9%—3.0%, above the Fed’s comfort zone. Cutting too aggressively could undermine the Fed’s inflation-fighting credibility and trig","text":"The upcoming week will be pivotal for sentiment, as markets balance between monetary optimism and valuation fatigue. Let us examine the key dynamics. --- 1. Policy Outlook — Will the Fed Cut Again in October? A second consecutive 25 bps cut in October is possible but not guaranteed. Arguments for a cut: The government shutdown, now in its sixth day, may dampen short-term GDP growth. Leading indicators such as the ISM Manufacturing PMI and consumer sentiment have softened. Real yields remain elevated, tightening financial conditions despite prior easing. Arguments against a cut: Powell explicitly noted “upside risks to inflation.” Core PCE remains sticky around 2.9%—3.0%, above the Fed’s comfort zone. Cutting too aggressively could undermine the Fed’s inflation-fighting credibility and trig","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/487573403017616","isVote":1,"tweetType":1,"viewCount":5593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011023","authorIdStr":"10000000000011023"},"content":"No Oct cut, but dovish Powell! Tech melt-up chance,buy calls!","text":"No Oct cut, but dovish Powell! Tech melt-up chance,buy calls!","html":"No Oct cut, but dovish Powell! Tech melt-up chance,buy calls!"},{"author":{"id":"10000000000011039","authorId":"10000000000011039","name":"Megan Barnard","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011039","authorIdStr":"10000000000011039"},"content":"Markets price 100% Oct cut now—your base case is too cautious!","text":"Markets price 100% Oct cut now—your base case is too cautious!","html":"Markets price 100% Oct cut now—your base case is too cautious!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487507509059728,"gmtCreate":1760065907222,"gmtModify":1760065959013,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Trade Feed","avatar":"https://community-static.tradeup.com/news/e7db9a8ee37ab5bd9bfed2b549bb483f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104455119105420","authorIdStr":"4104455119105420"},"themes":[],"title":"【CN Asset Pick】15 How Hong Kong’s Stablecoin Could Reinvent the HKD as a Safe-Haven Tool","htmlText":"As we move into the second half of 2025, Hong Kong’s financial spotlight has quietly shifted toward the convergence of digital assets and traditional finance. According to The South China Morning Post, southbound capital inflows through Stock Connect surged past HKD 866.8 billion in the first 7 months of the year—already exceeding the full-year total of 2024 by more than 7 percent. Meanwhile, the Hong Kong dollar briefly strengthened to 7.79 against the U.S. dollar, an unexpected move that forced the HKMA to step in once again to defend its currency peg.Money is flowing back, exchange-rate volatility is rising, and one message is clear: Hong Kong is entering a new era of financial-infrastructure reform. And right in the middle of this transformation, a new player is quietly emerging—the Ho","listText":"As we move into the second half of 2025, Hong Kong’s financial spotlight has quietly shifted toward the convergence of digital assets and traditional finance. According to The South China Morning Post, southbound capital inflows through Stock Connect surged past HKD 866.8 billion in the first 7 months of the year—already exceeding the full-year total of 2024 by more than 7 percent. Meanwhile, the Hong Kong dollar briefly strengthened to 7.79 against the U.S. dollar, an unexpected move that forced the HKMA to step in once again to defend its currency peg.Money is flowing back, exchange-rate volatility is rising, and one message is clear: Hong Kong is entering a new era of financial-infrastructure reform. And right in the middle of this transformation, a new player is quietly emerging—the Ho","text":"As we move into the second half of 2025, Hong Kong’s financial spotlight has quietly shifted toward the convergence of digital assets and traditional finance. According to The South China Morning Post, southbound capital inflows through Stock Connect surged past HKD 866.8 billion in the first 7 months of the year—already exceeding the full-year total of 2024 by more than 7 percent. Meanwhile, the Hong Kong dollar briefly strengthened to 7.79 against the U.S. dollar, an unexpected move that forced the HKMA to step in once again to defend its currency peg.Money is flowing back, exchange-rate volatility is rising, and one message is clear: Hong Kong is entering a new era of financial-infrastructure reform. And right in the middle of this transformation, a new player is quietly emerging—the Ho","images":[{"img":"https://community-static.tradeup.com/news/bbaea440d30ab81825285cd5cbc62426","width":"3375","height":"5520"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":153,"commentSize":1,"repostSize":19,"link":"https://ttm.financial/post/487507509059728","isVote":1,"tweetType":1,"viewCount":21737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000503","authorId":"9000000000000503","name":"LisaEffie","avatar":"https://static.tigerbbs.com/dd18b30c09f6783459c19ff46c73db3f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000503","authorIdStr":"9000000000000503"},"content":"Such an insightful take on the HKD! [Wow]","text":"Such an insightful take on the HKD! [Wow]","html":"Such an insightful take on the HKD! [Wow]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":487548647236056,"gmtCreate":1760061013517,"gmtModify":1760061017375,"author":{"id":"4162926045484492","authorId":"4162926045484492","name":"Sarahdiyyah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4162926045484492","authorIdStr":"4162926045484492"},"themes":[],"title":"","htmlText":"Good Luck to the winning..&nbsp;","listText":"Good Luck to the winning..&nbsp;","text":"Good Luck to the winning..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487548647236056","isVote":1,"tweetType":1,"viewCount":4861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487525142434192,"gmtCreate":1760055009765,"gmtModify":1760055013206,"author":{"id":"4217647118350202","authorId":"4217647118350202","name":"xemTsumugi","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217647118350202","authorIdStr":"4217647118350202"},"themes":[],"title":"","htmlText":"Bullish for ai shares still","listText":"Bullish for ai shares still","text":"Bullish for ai shares still","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487525142434192","isVote":1,"tweetType":1,"viewCount":4180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487330332574072,"gmtCreate":1760007713785,"gmtModify":1760007718570,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"title":"","htmlText":"Yes another 25bps in Oct... Slow and steady wins the race. If everything is within expectations, market goes up. Sentiment is not exuberance yet. Fear and greed index is only neutral 53. Fear and greed index is a reflection of market sentiment and leans towards institutional more than retail. Big money is still hiding somewhere.&nbsp; The market is going up in the short to mid term, or at least until fear and greed index goes to greed or extreme greed. Any dips will be shallow and bought up quickly.","listText":"Yes another 25bps in Oct... Slow and steady wins the race. If everything is within expectations, market goes up. Sentiment is not exuberance yet. Fear and greed index is only neutral 53. Fear and greed index is a reflection of market sentiment and leans towards institutional more than retail. Big money is still hiding somewhere.&nbsp; The market is going up in the short to mid term, or at least until fear and greed index goes to greed or extreme greed. Any dips will be shallow and bought up quickly.","text":"Yes another 25bps in Oct... Slow and steady wins the race. If everything is within expectations, market goes up. Sentiment is not exuberance yet. Fear and greed index is only neutral 53. Fear and greed index is a reflection of market sentiment and leans towards institutional more than retail. Big money is still hiding somewhere. The market is going up in the short to mid term, or at least until fear and greed index goes to greed or extreme greed. Any dips will be shallow and bought up quickly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487330332574072","isVote":1,"tweetType":1,"viewCount":3668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487290408436160,"gmtCreate":1759997832940,"gmtModify":1759997837902,"author":{"id":"4176441021976392","authorId":"4176441021976392","name":"vc888","avatar":"https://community-static.tradeup.com/news/c4cf7fefd0d4b0d4bc4081fe0326fd5e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176441021976392","authorIdStr":"4176441021976392"},"themes":[],"title":"","htmlText":"Equities continue to hit all-time highs despite dismal consumer sentiment, rising loan delinquencies, and a faltering jobs market. Headline GDP growth is robust, but is primarily being driven by the surge in tech spending due to the AI revolution and large fiscal deficit spending. However, there is considerable weakness in many other core parts of the economy, including residential and commercial real estate.","listText":"Equities continue to hit all-time highs despite dismal consumer sentiment, rising loan delinquencies, and a faltering jobs market. Headline GDP growth is robust, but is primarily being driven by the surge in tech spending due to the AI revolution and large fiscal deficit spending. However, there is considerable weakness in many other core parts of the economy, including residential and commercial real estate.","text":"Equities continue to hit all-time highs despite dismal consumer sentiment, rising loan delinquencies, and a faltering jobs market. Headline GDP growth is robust, but is primarily being driven by the surge in tech spending due to the AI revolution and large fiscal deficit spending. However, there is considerable weakness in many other core parts of the economy, including residential and commercial real estate.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487290408436160","isVote":1,"tweetType":1,"viewCount":4335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487256012927312,"gmtCreate":1759989568280,"gmtModify":1759989572007,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"title":"","htmlText":"good article","listText":"good article","text":"good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487256012927312","isVote":1,"tweetType":1,"viewCount":4811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487230445413144,"gmtCreate":1759983338082,"gmtModify":1759987947011,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"The current setup in global markets is delicately poised — and investors are right to weigh whether policy easing is nearing its limit and whether sentiment has turned euphoric. Let us examine the scenario systematically: --- 1. Probability of Another 25 bps Cut in October The September rate cut (−25 bps) marked a cautious pivot by the Federal Reserve, intended to support slowing growth while acknowledging residual inflation pressures. Current data mix: Core inflation remains sticky (~3.1–3.3%), while labour-market indicators are softening (rising jobless claims, slower payroll additions). Fed officials’ rhetoric: Recent speeches have leaned data-dependent rather than overtly dovish. Market pricing: Fed funds futures currently imply roughly a 40–45% probability of another 25 bps cut in Oct","listText":"The current setup in global markets is delicately poised — and investors are right to weigh whether policy easing is nearing its limit and whether sentiment has turned euphoric. Let us examine the scenario systematically: --- 1. Probability of Another 25 bps Cut in October The September rate cut (−25 bps) marked a cautious pivot by the Federal Reserve, intended to support slowing growth while acknowledging residual inflation pressures. Current data mix: Core inflation remains sticky (~3.1–3.3%), while labour-market indicators are softening (rising jobless claims, slower payroll additions). Fed officials’ rhetoric: Recent speeches have leaned data-dependent rather than overtly dovish. Market pricing: Fed funds futures currently imply roughly a 40–45% probability of another 25 bps cut in Oct","text":"The current setup in global markets is delicately poised — and investors are right to weigh whether policy easing is nearing its limit and whether sentiment has turned euphoric. Let us examine the scenario systematically: --- 1. Probability of Another 25 bps Cut in October The September rate cut (−25 bps) marked a cautious pivot by the Federal Reserve, intended to support slowing growth while acknowledging residual inflation pressures. Current data mix: Core inflation remains sticky (~3.1–3.3%), while labour-market indicators are softening (rising jobless claims, slower payroll additions). Fed officials’ rhetoric: Recent speeches have leaned data-dependent rather than overtly dovish. Market pricing: Fed funds futures currently imply roughly a 40–45% probability of another 25 bps cut in Oct","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/487230445413144","isVote":1,"tweetType":1,"viewCount":5037,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011021","authorId":"10000000000011021","name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011021","authorIdStr":"10000000000011021"},"content":"Fed pause won’t stop rally! Tech/AI still have fire,this week’s a buy window!","text":"Fed pause won’t stop rally! Tech/AI still have fire,this week’s a buy window!","html":"Fed pause won’t stop rally! Tech/AI still have fire,this week’s a buy window!"},{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"Powell’s speech is key. Sideways S&P? I’ll wait for clearer signals first.","text":"Powell’s speech is key. Sideways S&P? I’ll wait for clearer signals first.","html":"Powell’s speech is key. Sideways S&P? I’ll wait for clearer signals first."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487224333218336,"gmtCreate":1759981573122,"gmtModify":1759984876722,"author":{"id":"3586154740900882","authorId":"3586154740900882","name":"FalconCo","avatar":"https://static.tigerbbs.com/7edecc28118b7dcccc0d4d212f5dc50c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586154740900882","authorIdStr":"3586154740900882"},"themes":[],"title":"","htmlText":"The market right now is walking a tightrope. The U.S. economy is still stronger than many thought it would be, with low unemployment and solid consumer spending, but inflation hasn’t fully gone away. That means the Federal Reserve can’t yet declare victory. Rate cuts are likely on the horizon, but the timing is tricky — cut too soon, and inflation could flare back up. On the other side of the Atlantic, Europe is weaker, with sluggish growth, so the European Central Bank is being extra cautious. If the Fed moves faster than the ECB, the dollar could strengthen, which adds another twist for global investors. So how do you play this? The smart buys mix defense with selective growth. U.S. Treasuries and gold are attractive safe havens — they work whether the economy lands softly or hits turbul","listText":"The market right now is walking a tightrope. The U.S. economy is still stronger than many thought it would be, with low unemployment and solid consumer spending, but inflation hasn’t fully gone away. That means the Federal Reserve can’t yet declare victory. Rate cuts are likely on the horizon, but the timing is tricky — cut too soon, and inflation could flare back up. On the other side of the Atlantic, Europe is weaker, with sluggish growth, so the European Central Bank is being extra cautious. If the Fed moves faster than the ECB, the dollar could strengthen, which adds another twist for global investors. So how do you play this? The smart buys mix defense with selective growth. U.S. Treasuries and gold are attractive safe havens — they work whether the economy lands softly or hits turbul","text":"The market right now is walking a tightrope. The U.S. economy is still stronger than many thought it would be, with low unemployment and solid consumer spending, but inflation hasn’t fully gone away. That means the Federal Reserve can’t yet declare victory. Rate cuts are likely on the horizon, but the timing is tricky — cut too soon, and inflation could flare back up. On the other side of the Atlantic, Europe is weaker, with sluggish growth, so the European Central Bank is being extra cautious. If the Fed moves faster than the ECB, the dollar could strengthen, which adds another twist for global investors. So how do you play this? The smart buys mix defense with selective growth. U.S. Treasuries and gold are attractive safe havens — they work whether the economy lands softly or hits turbul","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487224333218336","isVote":1,"tweetType":1,"viewCount":4631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487157549695120,"gmtCreate":1759980467924,"gmtModify":1759981183259,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"James_Niffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Who's Paying For The AI Loop?","htmlText":"Investors Are Paying a Premium for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> and <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Not Because They're Making Money, But Because They're Spending ItListen up, folks—when investors shell out extra for Nvidia and Oracle, it's not about the profits rolling in today. It's about the cash they're burning through like there's no tomorrow. That's the hallmark of a classic cycle: when an industry hits that \"strategically irreplaceable\" sweet spot, capital rewards the spenders first, not the earners. The AI investment loop is so damn resilient because this \"spending makes sense\" vibe is holding strong—for now.Over the past year, the flow of AI capital has flipped on its head, hard.Phase one? Software frenzy—big models, agents, C","listText":"Investors Are Paying a Premium for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> and <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Not Because They're Making Money, But Because They're Spending ItListen up, folks—when investors shell out extra for Nvidia and Oracle, it's not about the profits rolling in today. It's about the cash they're burning through like there's no tomorrow. That's the hallmark of a classic cycle: when an industry hits that \"strategically irreplaceable\" sweet spot, capital rewards the spenders first, not the earners. The AI investment loop is so damn resilient because this \"spending makes sense\" vibe is holding strong—for now.Over the past year, the flow of AI capital has flipped on its head, hard.Phase one? Software frenzy—big models, agents, C","text":"Investors Are Paying a Premium for $NVIDIA(NVDA)$ and $Oracle(ORCL)$ Not Because They're Making Money, But Because They're Spending ItListen up, folks—when investors shell out extra for Nvidia and Oracle, it's not about the profits rolling in today. It's about the cash they're burning through like there's no tomorrow. That's the hallmark of a classic cycle: when an industry hits that \"strategically irreplaceable\" sweet spot, capital rewards the spenders first, not the earners. The AI investment loop is so damn resilient because this \"spending makes sense\" vibe is holding strong—for now.Over the past year, the flow of AI capital has flipped on its head, hard.Phase one? Software frenzy—big models, agents, C","images":[{"img":"https://static.tigerbbs.com/5ca93c61d40bdb56ce7b75572b5941be"},{"img":"https://static.tigerbbs.com/f7226f58c9304014cee2282795e375bf"},{"img":"https://static.tigerbbs.com/d8546f968346d17cb8bbed26eb741b53"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":90,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/487157549695120","isVote":1,"tweetType":1,"viewCount":7310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000143","authorId":"9000000000000143","name":"wubbie","avatar":"https://static.tigerbbs.com/e8949243b5b991e5aaeac1e019f51299","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000143","authorIdStr":"9000000000000143"},"content":"It's fascinating how capital is driving this AI evolution.","text":"It's fascinating how capital is driving this AI evolution.","html":"It's fascinating how capital is driving this AI evolution."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":487030119452928,"gmtCreate":1759934418146,"gmtModify":1759935318915,"author":{"id":"3581544848503089","authorId":"3581544848503089","name":"Jackosen","avatar":"https://static.tigerbbs.com/89f363319ae263a7271cb94a537d8d68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581544848503089","authorIdStr":"3581544848503089"},"themes":[],"title":"","htmlText":"Maybe it is a good thing for the stock market as there are no more govt reports during shutdown. Now the sentiment for more&nbsp;rate cuts is still high.","listText":"Maybe it is a good thing for the stock market as there are no more govt reports during shutdown. Now the sentiment for more&nbsp;rate cuts is still high.","text":"Maybe it is a good thing for the stock market as there are no more govt reports during shutdown. Now the sentiment for more rate cuts is still high.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487030119452928","isVote":1,"tweetType":1,"viewCount":3582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486906874130896,"gmtCreate":1759904067844,"gmtModify":1759905910478,"author":{"id":"4144309159646392","authorId":"4144309159646392","name":"CSOP AML","avatar":"https://community-static.tradeup.com/news/980370ff570660b9a42525dade531ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144309159646392","authorIdStr":"4144309159646392"},"themes":[],"title":"SRT Rose WTD；September’s FOMC Meeting Minutes in Focus【CSOP Fixed Income Weekly】","htmlText":"【SRT】 As of 3 Oct 2025 (Fri), SRT gained 2.73% WTD in SGD, and rose 14.41% YTD in SGD. YTD gains were led by industrial, retail and office by subsector and CICT, MPACT and MLT by individual REITs. CICT rose as it surpassed Hong Kong’s Link Reit as Asia’s largest REIT, driven by a S$600M August private placement to acquire the remaining 55% stake in CapitaSpring, amid peak rate optimism. Meanwhile, MPACT rose after CGSI increased its price target and kept its add rating on tailwinds of falling interest rate as most of the REIT’s debt is denominated in SGD. <a href=\"https://ttm.financial/S/SRT.SI\">$CSOP iEdge SREIT ETF S$(SRT.SI)$</a> 2025 YTD Total Return: +14.41% 【MMF】 Despite a US government shutdown which began 1 Oct 2025, the Treasury Department can still pay coupons and auction debts w","listText":"【SRT】 As of 3 Oct 2025 (Fri), SRT gained 2.73% WTD in SGD, and rose 14.41% YTD in SGD. YTD gains were led by industrial, retail and office by subsector and CICT, MPACT and MLT by individual REITs. CICT rose as it surpassed Hong Kong’s Link Reit as Asia’s largest REIT, driven by a S$600M August private placement to acquire the remaining 55% stake in CapitaSpring, amid peak rate optimism. Meanwhile, MPACT rose after CGSI increased its price target and kept its add rating on tailwinds of falling interest rate as most of the REIT’s debt is denominated in SGD. <a href=\"https://ttm.financial/S/SRT.SI\">$CSOP iEdge SREIT ETF S$(SRT.SI)$</a> 2025 YTD Total Return: +14.41% 【MMF】 Despite a US government shutdown which began 1 Oct 2025, the Treasury Department can still pay coupons and auction debts w","text":"【SRT】 As of 3 Oct 2025 (Fri), SRT gained 2.73% WTD in SGD, and rose 14.41% YTD in SGD. YTD gains were led by industrial, retail and office by subsector and CICT, MPACT and MLT by individual REITs. CICT rose as it surpassed Hong Kong’s Link Reit as Asia’s largest REIT, driven by a S$600M August private placement to acquire the remaining 55% stake in CapitaSpring, amid peak rate optimism. Meanwhile, MPACT rose after CGSI increased its price target and kept its add rating on tailwinds of falling interest rate as most of the REIT’s debt is denominated in SGD. $CSOP iEdge SREIT ETF S$(SRT.SI)$ 2025 YTD Total Return: +14.41% 【MMF】 Despite a US government shutdown which began 1 Oct 2025, the Treasury Department can still pay coupons and auction debts w","images":[{"img":"https://community-static.tradeup.com/news/19da1cb7c3f1b6efede2985f0b64c956","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486906874130896","isVote":1,"tweetType":1,"viewCount":29338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":486869708898392,"gmtCreate":1759895312209,"gmtModify":1759896337203,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Can Fed FOMC minutes Hold Market Consensus Of Two Rate Cuts Before Year-End? Or Go Further? Read On!","htmlText":"Fed FOMC minutes amid shutdown, and we are hearing report that Fed is set to drive global rate cuts as Europe shifts to pause. Market consensus of two more rate cuts before year-end remain in play, but will FOMC minutes hold this consensus or Fed is ready to go further. Here is a refined view on whether the consensus of two more Fed rate cuts by year-end is likely — and how the shutdown complicates things: What the Fed just signaled &amp; market expectations At the September meeting, the Fed cut rates 25 bps and signaled two more cuts this year, bringing the dot plot median to a 3.50%–3.75% terminal range by end-2025. Market pricing (via rate futures) currently implies a high probability (~89%) of a 25 bps cut in October and further easing in December. In the FOMC minutes from July, severa","listText":"Fed FOMC minutes amid shutdown, and we are hearing report that Fed is set to drive global rate cuts as Europe shifts to pause. Market consensus of two more rate cuts before year-end remain in play, but will FOMC minutes hold this consensus or Fed is ready to go further. Here is a refined view on whether the consensus of two more Fed rate cuts by year-end is likely — and how the shutdown complicates things: What the Fed just signaled &amp; market expectations At the September meeting, the Fed cut rates 25 bps and signaled two more cuts this year, bringing the dot plot median to a 3.50%–3.75% terminal range by end-2025. Market pricing (via rate futures) currently implies a high probability (~89%) of a 25 bps cut in October and further easing in December. In the FOMC minutes from July, severa","text":"Fed FOMC minutes amid shutdown, and we are hearing report that Fed is set to drive global rate cuts as Europe shifts to pause. Market consensus of two more rate cuts before year-end remain in play, but will FOMC minutes hold this consensus or Fed is ready to go further. Here is a refined view on whether the consensus of two more Fed rate cuts by year-end is likely — and how the shutdown complicates things: What the Fed just signaled & market expectations At the September meeting, the Fed cut rates 25 bps and signaled two more cuts this year, bringing the dot plot median to a 3.50%–3.75% terminal range by end-2025. Market pricing (via rate futures) currently implies a high probability (~89%) of a 25 bps cut in October and further easing in December. In the FOMC minutes from July, severa","images":[{"img":"https://community-static.tradeup.com/news/123c33a37f7fa4503a61f4d0e23106fc","width":"843","height":"776"},{"img":"https://community-static.tradeup.com/news/c56c9cf413f8a657de5224895d4f3d62","width":"1302","height":"652"},{"img":"https://community-static.tradeup.com/news/559a118bbaa8b68a7ac9f07ce5eaf443","width":"1573","height":"980"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/486869708898392","isVote":1,"tweetType":1,"viewCount":6200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011039","authorId":"10000000000011039","name":"Megan Barnard","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011039","authorIdStr":"10000000000011039"},"content":"ADP’s 32k job drop + dovish Fed speakers—two cuts look locked!","text":"ADP’s 32k job drop + dovish Fed speakers—two cuts look locked!","html":"ADP’s 32k job drop + dovish Fed speakers—two cuts look locked!"},{"author":{"id":"10000000000011037","authorId":"10000000000011037","name":"Jo Betsy","avatar":"https://static.tigerbbs.com/d1bbf6ac76dc4dc532d0d4d38f8eb441","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011037","authorIdStr":"10000000000011037"},"content":"Europe paused, but US inflation’s sticky—won’t Dec cut get pushed?","text":"Europe paused, but US inflation’s sticky—won’t Dec cut get pushed?","html":"Europe paused, but US inflation’s sticky—won’t Dec cut get pushed?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":486804369600984,"gmtCreate":1759879305110,"gmtModify":1759879309408,"author":{"id":"4192969741768392","authorId":"4192969741768392","name":"NinjaDad","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192969741768392","authorIdStr":"4192969741768392"},"themes":[],"title":"","htmlText":"All political, although the politicians said they are fighting fir Americans interests vut not their pockets See how Trumps squeezed your stock price, bought your shares then said you are good afterall American style of doing business","listText":"All political, although the politicians said they are fighting fir Americans interests vut not their pockets See how Trumps squeezed your stock price, bought your shares then said you are good afterall American style of doing business","text":"All political, although the politicians said they are fighting fir Americans interests vut not their pockets See how Trumps squeezed your stock price, bought your shares then said you are good afterall American style of doing business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/486804369600984","isVote":1,"tweetType":1,"viewCount":3475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":493416849961416,"gmtCreate":1761485660679,"gmtModify":1761485672517,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"<Part 5 of 5> My investing muse (27Oct25) ","htmlText":"My Investing Muse (27Oct25) Layoffs, Bankruptcy &amp; Closure news The American job market faces its deepest pessimism since the 2008–09 Great Recession, per CNN A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, an increase of 15%, per the American Bankruptcy Institute. - X user Unusual Whales Many Hitchcock’s stores are holding 30% off sales and plan to close at the end of October. Some locations will reopen about a month later under the Winn-Dixie brand. - The Street Initial jobless claims filed by federal workers spiked +121% week-over-week, reaching 7,244 in the week ending October 11th, the highest since the 2019 government shutdown. While the Labor Department has paused its weekly reports, state-level data","listText":"My Investing Muse (27Oct25) Layoffs, Bankruptcy &amp; Closure news The American job market faces its deepest pessimism since the 2008–09 Great Recession, per CNN A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, an increase of 15%, per the American Bankruptcy Institute. - X user Unusual Whales Many Hitchcock’s stores are holding 30% off sales and plan to close at the end of October. Some locations will reopen about a month later under the Winn-Dixie brand. - The Street Initial jobless claims filed by federal workers spiked +121% week-over-week, reaching 7,244 in the week ending October 11th, the highest since the 2019 government shutdown. While the Labor Department has paused its weekly reports, state-level data","text":"My Investing Muse (27Oct25) Layoffs, Bankruptcy & Closure news The American job market faces its deepest pessimism since the 2008–09 Great Recession, per CNN A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, an increase of 15%, per the American Bankruptcy Institute. - X user Unusual Whales Many Hitchcock’s stores are holding 30% off sales and plan to close at the end of October. Some locations will reopen about a month later under the Winn-Dixie brand. - The Street Initial jobless claims filed by federal workers spiked +121% week-over-week, reaching 7,244 in the week ending October 11th, the highest since the 2019 government shutdown. While the Labor Department has paused its weekly reports, state-level data","images":[{"img":"https://community-static.tradeup.com/news/322a4adb3a8ba276e87918fce338e516","width":"868","height":"900"},{"img":"https://community-static.tradeup.com/news/1974a17a9153a1919cc6d2520608a726","width":"431","height":"575"},{"img":"https://community-static.tradeup.com/news/481f1197e3d44a0319ef2da7b303eefd","width":"680","height":"364"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/493416849961416","isVote":1,"tweetType":1,"viewCount":3741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":493414622671328,"gmtCreate":1761485117561,"gmtModify":1761485133177,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"<Part 1 of 5> Economic Calendar for week 27Oct25","htmlText":"Economic Calendar: Key Market Movers (week of 27Oct25) Public Holidays There are no public holidays in Singapore, China and America in the coming week. Hong Kong celebrates the Chung Yeung Festival on 29Oct25 Hong Kong Public Holiday:&nbsp;The&nbsp;29th of October&nbsp;will be a public holiday in Hong Kong to observe&nbsp;Chung Yeung Day. It is known as the Double Ninth Festival and is a day for honouring ancestors and caring for the elderly. Key Economic Announcements and Market Indicators The upcoming week will feature several key economic announcements providing insights into the current state of the economy, monetary policy, and sector-specific performance. Monetary Policy and Inflation The most significant event will be the&nbsp;Federal Open Market Committee (FOMC)’s interest rate dec","listText":"Economic Calendar: Key Market Movers (week of 27Oct25) Public Holidays There are no public holidays in Singapore, China and America in the coming week. Hong Kong celebrates the Chung Yeung Festival on 29Oct25 Hong Kong Public Holiday:&nbsp;The&nbsp;29th of October&nbsp;will be a public holiday in Hong Kong to observe&nbsp;Chung Yeung Day. It is known as the Double Ninth Festival and is a day for honouring ancestors and caring for the elderly. Key Economic Announcements and Market Indicators The upcoming week will feature several key economic announcements providing insights into the current state of the economy, monetary policy, and sector-specific performance. Monetary Policy and Inflation The most significant event will be the&nbsp;Federal Open Market Committee (FOMC)’s interest rate dec","text":"Economic Calendar: Key Market Movers (week of 27Oct25) Public Holidays There are no public holidays in Singapore, China and America in the coming week. Hong Kong celebrates the Chung Yeung Festival on 29Oct25 Hong Kong Public Holiday: The 29th of October will be a public holiday in Hong Kong to observe Chung Yeung Day. It is known as the Double Ninth Festival and is a day for honouring ancestors and caring for the elderly. Key Economic Announcements and Market Indicators The upcoming week will feature several key economic announcements providing insights into the current state of the economy, monetary policy, and sector-specific performance. Monetary Policy and Inflation The most significant event will be the Federal Open Market Committee (FOMC)’s interest rate dec","images":[{"img":"https://community-static.tradeup.com/news/4f45de83b2ea9c3c5ba27eb5edd7ee2f","width":"1052","height":"842"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493414622671328","isVote":1,"tweetType":1,"viewCount":3729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0}]}