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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.
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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)
tradersclub.bsky.social
JPMorgan Q3 2025 Earnings
- ADJ. Rev. $47.12B (est $45.48B)
- Equities Sales & Trading Rev $3.33B (est $3.04B)
- FICC Sales & Trading REV $5.61B (est $5.33B)
- Total Deposits $2.55T (est $2.58T)
- Loans $1.44T (est $1.42T)
- ROE 11% (est 15.7%)
tradersclub.bsky.social
Wells Fargo Q3 2025 Earnings
- EPS $1.66 (est $1.53)
- Rev $21.44B (est $21.16B)
- Net Interest Income $11.95B (est $12.01B)
- Total Avg Deposits $1.34T (est $1.34T)
- Sees Q4 NII ~$12.4B - $12.5B
tradersclub.bsky.social
J&J Q3 2025 Earnings
- Adj EPS $2.80 (est $2.78)
- Rev $23.99B (est $23.74B)
- Medtech Sales $8.43B (est $8.38B)
- Medicine Rev $15.56B (est $15.38B)
- Sees FY Sales $93.5B To $93.9B, Saw $93.2B To $93.6B
- Still Sees FY Adj EPS $10.80 To $10.90
tradersclub.bsky.social
S&P 500 - Looking at an inverted chart can help put into context the "countertrend" nature to the move down on Friday.
tradersclub.bsky.social
BlackRock is eating the world! The world's largest asset manager recorded net inflows of $205bn in Q3 2025 as the company expanded its footprint in private credit and alternative assets. BlackRock’s total assets under management hit a record of $13.5 TRILLION as markets surged.
tradersclub.bsky.social
BlackRock Q3 2025 Earnings
- Adj EPS $11.55 (est $11.47)
- Rev $6.51B (est $6.34B)
- AUM $13.464T (est 13.37T)
- Net Inflows $204.64B (est $181.92B)
- Equity Net Inflows $45.98B (est $59.93B)
tradersclub.bsky.social
BofA Global Fund Manager Survey:
FMS cash levels at very low 3.8%, liquidity conditions rated best since Sep'21, investors are the most UW cash since Dec'24
tradersclub.bsky.social
German ZEW Economic Sentiment Actual 39.3 (Forecast 41.1, Previous 37.3)

German ZEW Current Conditions Actual -80.0 (Forecast -74.2, Previous -76.4)
tradersclub.bsky.social
China Tightens Scrutiny Of Rare Earth Magnet Export License Applications; Scrutiny Is Similar To April, At Height Of US-China Trade War – RTRS
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The S&P 500 has returned an average of 11% per year since 1950 and has done so despite an average intra-year drawdown of 14%, and often drawdowns that are much worse.