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Markets Brace for Fed Cut, Big Tech Earnings, and Trump–Xi Meeting in Pivotal Week

Investors head in expecting easier policy to extend the rally.

Overview

  • Policymakers are widely expected to lower the federal funds rate by 25 basis points to 3.75%–4.00% on Oct. 29, with the ongoing U.S. government shutdown delaying some key data the Fed typically reviews.
  • Microsoft, Alphabet, and Meta report Wednesday, followed by Apple and Amazon on Thursday, with investors watching AI guidance and revenue momentum from the mega‑caps that drive index performance.
  • President Donald Trump and China’s Xi Jinping are set to meet Thursday at the APEC summit, and Treasury Secretary Scott Bessent described recent talks as constructive with a substantial framework under discussion.
  • U.S. stock futures rose Sunday after all three major indexes closed at record highs Friday following cooler September inflation that reinforced expectations for further policy easing.
  • Indian markets face a heavy slate of Q2 results and domestic macro releases, including CPI, WPI, and industrial production, which strategists say will steer local sentiment and flows.