Earnings AnalysisFeed overview
Amit Kukreja

POWELL GOES BULLISH | MARKET CLOSE

10/14/2025, 11:55:10 PM
Economic Summary
  • Fed chair suggests stopping balance sheet reduction soon
  • Labor market weakness supports further rate cuts
  • U.S.-China tensions rise over soybean trade
  • Rare earth mineral export controls in dispute
  • Potential negotiation between Trump and Xi next week
Bullish
  • Powell signals possible end to quantitative tightening
  • Fed likely to cut rates due to labor market weakness
  • Strong bank earnings and bullish sector momentum
  • AI integration driving gains in Walmart and other tech names
  • Upgrades and demand growth for AI/data center stocks
Bearish
  • Trump tweet escalates trade tensions with China over soybeans
  • Potential repeat of 2018 Q4 trade war dynamics
  • Rare earth export restrictions reimposed by China
  • Market fatigue from unpredictable policy statements
  • Some stocks failed to hold breakout levels after early rallies
Bullish tickers
WFCSOFIIRNTROKUSMCIGRAB
Bearish tickers
METAAAPLNVDAAMZNSPY
People mentioned
Donald TrumpJerome PowellJameson GreerXi JinpingJeff BezosHoward MarksPaul Tudor JonesSam AltmanAlicia Yap