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Wall Street rallies as Amazon and Apple earnings lift sentiment

U.S. equities advanced after upbeat results from Amazon and Apple helped reset risk appetite at the end of a volatile month. The tech-led rebound eased concerns after earlier tariff and macro jitters, with traders rotating back into mega caps as earnings season continued to surprise to the upside.

Source: Seeking Alpha


Nomura: Fed likely to hold rates steady in December

Nomura expects the Federal Reserve to leave policy unchanged at its December meeting, as officials balance a softer growth pulse against still-sticky inflation. A pause would extend the central bank’s wait-and-see stance while markets reassess the timing of any 2026 easing cycle.

Source: Seeking Alpha


Blackstone slump deepens, on track for seven straight down sessions

Blackstone shares remained under pressure, poised for a seventh consecutive daily decline as investors reassessed alternative-asset valuations and fundraising momentum. The slide underscores how higher-for-longer rates and slower exits are weighing on the private-markets complex.

Source: Seeking Alpha


Exxon and Chevron boost output despite weak oil-price outlook

U.S. supermajors are pressing ahead with production growth, signaling confidence in long-cycle returns even as crude-price expectations soften. ExxonMobil also guided to a $3B earnings contribution from 2025 start‑ups amid record output from Guyana and the Permian, reinforcing the sector’s investment cadence.

Source: Seeking Alpha


Appeals court backs Fed in Custodia Bank master-account case

A federal appeals court sided with the Federal Reserve, upholding its discretion to deny Custodia Bank direct access to the central bank’s payment rails. The ruling is a setback for crypto‑linked and fintech banks seeking parity with traditional institutions and reinforces the Fed’s control over master‑account access.

Source: American Banker


U.K. opens door for retail access to Bitcoin and Ethereum ETNs

The FCA approved CoinShares’ base prospectus for Bitcoin and staked‑Ether exchange‑traded notes, clearing the way for U.K. retail investors to buy regulated crypto‑backed ETNs. The move marks a regulatory milestone for digital‑asset products in one of Europe’s largest capital markets.

Source: FinanceFeeds


Euroclear and LCH SA open Euroclear Bank settlement route for Italian bonds

Euroclear and LCH SA will enable RepoClear members to settle Italian government bonds directly in Euroclear Bank from 2026, aligning Italy with other euro markets that offer dual settlement pathways. The change aims to cut friction, improve collateral mobility, and strengthen triparty and cross‑border repo efficiency in Europe’s third‑largest sovereign debt market.

Source: FinanceFeeds


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Business — November 1, 2025 | Briefing24