RiskReversal Pod What Wall Street Missed in Friday’s CPI, Fed Moves & China Trade Talks
Oct 28, 2025
Dive into the market's reaction to the latest CPI report and what it means for investors. Unpack the surprising correction in gold prices alongside insights into upcoming Fed policy moves. The discussion highlights potential opportunities stemming from major tech earnings, emphasizing the importance of the MAG-7. U.S.-China trade talks loom large, with implications for market stability. Plus, explore sector opportunities in energy, healthcare, and small caps as the Q4 seasonality window opens, suggesting a potential year-end bullish push.
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Aaron Rodgers Nearly Beat Every NFL Team
- Guy Adami recounts Aaron Rodgers almost beating every NFL team after joining the Steelers.
- The story illustrates conversational banter and light market-show opening color.
CPI Reaction Was Driven By Expectations
- The October CPI print was a non-event because it came in cooler than feared rather than materially changing the outlook.
- Liz Young Thomas emphasizes expectations matter more than the print itself for market reaction.
Gold Pullback Was Technical, Not Central Banks
- Gold suffered a ~10% correction driven by overbought conditions and retail/algorithmic selling rather than central bank liquidation.
- Liz Young Thomas and Guy Adami expect the pullback to be a needed breather before the next leg higher.