The Trading Post | 10.29.25

October 29, 2025

Good morning,

Fed trims 25 bps as expected, stocks notch fresh records, Nvidia flirts with a $5T crown on possible China chip thaw, Apple and Microsoft both clear $4T, and trade-deal optimism builds ahead of Thursday’s Trump–Xi summit.

Discover how Brandon Wendell, CMT, simplifies futures trading for traders who want less stress, more flexibility, and a systematic approach that works—no matter your schedule.

Let’s jump in.

Pre-Market Performance

As of 10.28.25 market close.

Market News

  • Fed cuts 25 bps; eyes on Powell Q&A. Funds rate now 3.75%–4.00%; September’s cut was the first of the cycle; December odds watch next. CNBC 

  • Indices at records into presser. SPX tagged 6,900 intraday; shutdown data fog keeps guidance tricky. CNN 

  • NVDA nears $5T. Bounce on hopes of China chip compromise at Trump–Xi; unusual call flow ahead of catalysts. WSJ live

  • Apple & Microsoft both >$4T. iPhone 17 momentum + MSFT’s OpenAI tie-up help lift mega-cap complex. CNBC 

  • Big Tech earnings tonight/tomorrow. Watch capex/AI ROI and cloud growth (Azure, GCP, AWS) vs lofty implied moves. Reuters

  • US–China deal framework chatter. Tariff relief for controls on precursors/rare earths reportedly in mix; summit Thursday. Reuters 

  • Dollar & rates. DXY steady around ~99 as cut meets cautious tone; watch 98.50/99.50 pivots. TradingEconomics

  • Commodities check. WTI ~$60 after three-day slide; Gold ~$4,000 as risk-on trims haven bids. CNBC

A Message From Wealth Builders HQ

Trade Futures the Simple Way 

If you've been looking for a trading approach that offers flexibility, lower stress, and works around your schedule—futures trading might be exactly what you need. 

Brandon Wendell, a Chartered Market Technician with over 20 years of professional futures trading experience, is hosting a free training that breaks down everything you need to know about trading futures successfully. 

In this training, you'll discover: 

The Key Differences Between Options and Futures – Learn why many traders are making the switch to futures and how the learning curve is easier than you think. 

How to Find High-Probability Candidates – Stop wasting time on dead-end positions. Brandon shows you his systematic approach to identifying the best opportunities. 

Position Management Strategies – Set up your trades for optimal results without tying up capital for extended periods. 

This training is perfect if you: 

  • Want a less frantic alternative to fast-paced options trading 

  • Have a day job and can't monitor markets constantly 

  • Don't have a massive account but still want solid opportunities 

  • Are tired of complicated strategies that don't deliver 

The futures market is open nearly 24 hours a day, meaning you can trade on your schedule—even at 3 AM if that works for you. Plus, with Brandon's simplified approach, you'll spend less time stressing over trades and more time executing with confidence. 

This is a completely free class with no credit card required. Reserve your spot now and see why thousands of traders trust Brandon's systematic approach to futures. 

Earnings We’re Watching

  • Boeing Co. (BA) - Wednesday (BMO) 

  • Caterpillar, Inc. (CAT) - Wednesday (BMO) 

  • Centene Corporation (CNC) - Wednesday (BMO) 

  • CVS Health (CVS) - Wednesday (BMO) 

  • Generac Holdings Inc (GNRC) - Wednesday (BMO) 

  • Kraft Heinz Company (KHC) - Wednesday (BMO) 

  • Verizon Communications (VZ) - Wednesday (BMO) 

  • Bausch Health Companies Inc. (BHC) - Wednesday (AMC) 

  • Carvana Co. (CVNA) - Wednesday (AMC) 

  • Chipotle Mexican Grill Inc (CMG) - Wednesday (AMC) 

  • EBay, Inc. (EBAY) - Wednesday (AMC) 

  • Google (GOOG) - Wednesday (AMC) 

  • Meta Platforms, Inc. (META) - Wednesday (AMC) 

  • Microsoft Corp. (MSFT) - Wednesday (AMC) 

  • ServiceNow, Inc. (NOW) - Wednesday (AMC) 

  • Starbucks Corp. (SBUX) - Wednesday (AMC) 

Trade Ideas

Visa Inc. (V), Valero Energy Corporation (VLO), Vertex Pharmaceuticals Incorpo (VRTX), Wix.com Ltd (WIX)

Tenet Healthcare Corporation (THC), Tapestry, Inc (TPR), Tesla Motors, Inc (TSLA), Texas Roadhouse, Inc (TXRH)

Oracle Corporation (ORCL), Pinduoduo Inc (PDD), Palantir Technologies Inc (PLTR), SPDR S&P 500 ETF (SPV)

Robinhood Markets Inc (HOOD), Lennar Corporation (LEN), NRG Energy, Inc (NRG), NXP Semiconductors N.V. (NXPI)

Dell Technologies Inc (DELL), e.l.f. Beuty Inc. (ELF), Elastic N.V. (ESTC), Futu Holdings Limited (FUTU)

Accenture plc. (ACN), Arista Networks, Inc (ANET), Datadog, Inc (DDOG), Deere & Company (DE)

Want to learn how we trade these? Learn the setup we call the “High Volatility Switchback” trade.

Get these ideas delivered to your inbox daily with Trade With Rob. It’s 100% free. Sign up here.

Daily Moment of Zen

❝

The miracle of compounding returns is overwhelmed by the tyranny of compounding costs.

John Bogle

Why It Matters:

Every trader worships compounding—small gains stacked over time turning nickels into nuggets. But Bogle’s jab reminds us the same math cuts both ways. Fees, slippage, poor entries, emotional exits—all are tiny termites eating your exponential oak. The miracle only works if you let it breathe. Trim friction, trade less but smarter, and protect your edge like it’s earning interest—because it literally is. The lesson? Compounding doesn’t just build wealth; it also quietly erodes it if you’re careless. Choose your side of the equation.