Global markets kick off the week in high spirits as softer-than-expected US inflation revives Fed cut hopes and optimism builds around a possible US–China trade breakthrough. The S&P 500 hit a new record, earnings are coming in strong, and all eyes now turn to Big Tech. Microsoft, Alphabet, Meta, Apple and Amazon are set to report — and their results could decide whether the rally keeps running.
Meanwhile, Intel’s rebound story raises questions about politics versus profitability (Here is the link to CNBC interview: https://www.cnbc.com/video/2025/10/24/ozkardeskaya-the-real-potential-lies-in-ai-not-just-improving-their-cpu-business.html ),
European and Japanese stocks break new records. Welcome to a busy week full of earnings, central bank decisions and trade talks! Watch the full episode to find out more!










