#Big Tech earnings dominate corporate calendar: Alphabet, Meta and Microsoft report Wednesday after the close; Alphabet is expected to post revenue of $100.1bn (+13% y/y) and EPS $2.53, with Google Cloud growth ~+31% and CapEx up ~70% y/y to $85bn. Microsoft FY26 Q1 consensus: revenue ~$75.5bn, EPS $3.68; Azure growth and AI monetization are key. Apple and Amazon report Thursday after the close; Apple Q4 revenue seen near $102bn, iPhone ~$49.3bn. #Alphabet #Microsoft #Apple #Amazon #FiatNews
#Central banks in focus this week: the Fed is widely expected to cut rates by 25bps on Oct. 29, with no new projections released β attention will be on the tone of Powell's commentary. The ECB and BoJ are both likely to keep policy rates unchanged, signaling satisfaction with current settings. Also watch eurozone preliminary inflation due this week. #Fed #ECB #BoJ #FiatNews
#After recent sanctions on Russia and a geopolitical spat, US authorities plan an additional 10% tariff on certain Canadian goods, according to the note. The measure follows broader trade tensions and policy actions this month. #Canada #FiatNews
USβChina talks show signs of progress: unofficial reports suggest China may delay rare-earth export controls by a year and buy significant volumes of US soy, while the US could back off plans for 100% additional tariffs and new export controls on key software. Both sides reportedly found common ground on fees for ships and fentanyl; this could lead to easing of the 20% tariff linked to fentanyl. Presidents are due to meet at APEC on Thursday. #US #China #APEC #FiatNews
Other companies reporting this week include Meta, Amazon, PayPal, Reddit, Advance Auto Parts and Prysmian. Investors will track topline trends, cloud/AI monetization and guidance for the coming quarters across these names. #Meta #Amazon #PayPal #FiatNews
Apple preview: fiscal Q4 2025 revenue forecast around $102bn (+7.5% YoY); iPhone sales expected near $49.3bn for the quarter. Analysts will watch signs of stronger demand in China, the early iPhone 17 sales lift (~14% higher in first ten days vs prior gen) and potential impacts of tariffs on customers and supply chains. #Apple #iPhone #FiatNews
Microsoft preview: fiscal Q1 2026 revenue estimated near $75.5bn and EPS ~$3.68 (~15% and ~11% YoY growth respectively). Intelligent Cloud drives over 40% of sales; Azure expected to grow ~36%. Investors will monitor whether heavy AI investment (~$80bn this year) translates into improved profitability and Copilot monetization. #Microsoft #Azure #FiatNews
Alphabet preview: revenue expected ~$100.1bn (+13% YoY) and EPS ~$2.53. Key areas to watch are continued doubleβdigit ad growth, Google Cloud revenue (~+31% YoY) with backlog above $116bn, heavy CapEx (reported +70% y/y to ~$85bn) and adoption of the Gemini AI model (1.3 quadrillion tokens). #Alphabet #GoogleCloud #FiatNews
Big Tech earnings week: Alphabet, Meta and Microsoft report Wednesday after the close; Apple and Amazon follow Thursday after the close. Market attention will center on ad demand, cloud growth and monetization of AI products across the sector. #BigTech #FiatNews
Argentina midterms: Javier Mileiβs La Libertad Avanza won 41% of votes, strengthening its position in Congress and support for market reforms. Crucially, Washington bolstered Argentina with a $20bn IMF program and a $20bn swap line. Markets reacted: Global X MSCI Argentina ETF up ~17% premarket; MercadoLibre rose ~7%. #Argentina #Milei #MELI #FiatNews
