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Listen "WEEKLY UPDATE ~ Ep. 70 - Flying Blind at Record Highs: Wall Street’s October Test"
Episode Synopsis
Wall Street charged into October with record highs across the Dow, S&P 500, and Russell 2000—despite a government shutdown that leaves investors without critical economic data. The NASDAQ slipped as Tesla and tech stocks lost momentum, but AI and semiconductors remain the bright spots, with Nvidia topping a staggering $4.5 trillion market cap.
In this week’s CB3 Financial podcast, we unpack:
Why markets shrugged off weak private jobs data and the shutdown
The resilience of defensive plays like gold and healthcare
October’s history of market crashes and the volatility challenge ahead
Earnings season’s potential to guide investors in the absence of government reports
Sector rotation from healthcare and staples now, to tech and growth in November
Even as policymakers and investors navigate without “radar,” the market’s undertone remains bullish—buying dips and pushing higher. Stay tuned for a clear-eyed look at the forces shaping this critical stretch for the markets.
In this week’s CB3 Financial podcast, we unpack:
Why markets shrugged off weak private jobs data and the shutdown
The resilience of defensive plays like gold and healthcare
October’s history of market crashes and the volatility challenge ahead
Earnings season’s potential to guide investors in the absence of government reports
Sector rotation from healthcare and staples now, to tech and growth in November
Even as policymakers and investors navigate without “radar,” the market’s undertone remains bullish—buying dips and pushing higher. Stay tuned for a clear-eyed look at the forces shaping this critical stretch for the markets.
In God we trust