Thursday, October 30, 2025

Morning Post 10/30/2025 SPX

Good morning STB! 

Man there’s a lot of stuff going on. 

Good v evil 

On to the lie - 

Minis off 10. Powell actually did well yesterday. The mixed bag approach might have been sincere. My UST10yr weekly chart is at the floor of a consolidation wedge near 3.85 with four supports here saying it should hold and return to 4.6%. Here’s the deal, the Fed can’t really fight unemployment anymore with AI destroying jobs, but it can fight inflation. Bottom line is we need the bubble to burst and a reset. The liquidity problem was finally mentioned briefly by Powell. We got a double bubble, tech and banks wrapped up in one package. 

Have a good day.

GL and GB!

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