Market Outlook for Oct 19, 2025 - No Bubble Blooming here! скачать в хорошем качестве

Market Outlook for Oct 19, 2025 - No Bubble Blooming here!

0:00 - 18:56 Rates, yields, real rates 18:57 - 24:26 Gold and Silver 24:27 -- 37:57 Cattle sell-off 37:58 - 58:47 AI corner - China-US trade 58:48 - 1:09:47 SPY and earnings calendar 1:09:48 - 1:38:59 Bloom Energy https://www.markmeldrum.com CFA/Applied Series subscriptions: https://www.markmeldrum.com/subscript... Major Foreign holders of UST: https://ticdata.treasury.gov/resource... Realtor.com: https://www.realtor.com/research/marc... https://www.realtor.com/research/week... Economic calendars https://tradingeconomics.com/calendar https://www.fxstreet.com/economic-cal... This Week in Earnings: https://lipperalpha.refinitiv.com/wp-... Money Market flows: https://www.ici.org/research/stats/mmf Fed Balance Sheet: https://www.federalreserve.gov/moneta... LINK TO S&P SPREADSHEET: https://www.spglobal.com/spdji/en/doc... SIFMA: https://www.sifma.org/resources/resea... Freddie Mortgage Rates: https://www.freddiemac.com/pmms Treasury: https://home.treasury.gov/resource-ce... SOMA https://www.newyorkfed.org/markets/so... EFFR https://www.newyorkfed.org/markets/re... Reverse Repo https://www.newyorkfed.org/markets/de... FedWatch Tool: https://www.cmegroup.com/markets/inte... STIR analytics https://www.cmegroup.com/tools-inform... Forward Curves: https://www.chathamfinancial.com/tech...