Key Takeaways
- Wall Street recorded fresh highs as softer U.S. inflation and firm earnings supported expectations for a Fed rate cut.
- Washington and Beijing outlined a framework to pause tariff increases and delay China’s rare-earth export curbs.
- Scope downgraded the U.S. credit rating, while Moody’s shifted France’s outlook to negative amid fiscal strain.
- Bitcoin hovered near $115K as Solana advanced and gold steadied below $4,100 amid easing inflation concerns.
Crypto Morning News: Geopolitics & Market Sentiment
On October 27, 2025, markets recorded firm risk appetite after cooler U.S. inflation and solid earnings helped drive Wall Street to fresh records, while signs of a U.S.–China trade framework and steady central-bank support in China tempered tariff and growth anxieties.
On the diplomatic front, Washington and Beijing sketched a substantial framework to pause higher U.S. tariffs and defer China’s rare-earth export controls, with Treasury Secretary Scott Bessent flagging further leader-level talks this week.
The White House also signed trade and critical-minerals agreements with several Southeast Asian partners to diversify supply chains, while Brazil and the United States agreed to start immediate discussions to defuse tariff frictions.
In Europe, the Kremlin pushed back on talk of a canceled Trump–Putin meeting even as U.S. sanctions on Russian oil majors remained in focus.
Separately, rating agency Scope downgraded the U.S. to AA- with a stable outlook, citing continued fiscal strain and rising debt levels. Moody’s, meanwhile, kept France’s Aa3 rating but revised its outlook to negative, warning that political divisions could complicate efforts to control spending.
On the economic front, September U.S. CPI came in slightly below expectations despite ongoing tariff concerns, strengthening confidence in a 25-basis-point rate cut at next week’s Fed meeting. The softer data, combined with broad earnings strength ahead of major tech results, added to the sense of stability across markets.
In China, a PBOC adviser suggested that fiscal and monetary policy would become slightly more supportive, calling for targeted central-government balance-sheet use rather than a massive stimulus push.
Against this backdrop, U.S. benchmarks posted their strongest weekly gains in months, Treasury yields held steady, the dollar softened, and oil prices were mixed as traders balanced policy developments with steady demand signals.
In Crypto, major tokens moved in line with broader market sentiment. Bitcoin traded near $115,000 over the past 48 hours, while Ethereum held above $4,100 and Solana gained further ground, as traders responded to softer U.S. inflation and easing tariff concerns.
Trading activity remained focused on the leading assets ahead of the Fed’s policy decision and a packed earnings week, with Bitcoin’s market dominance largely unchanged.
Price movements
Global Indices
- S&P 500 Index (SPX): 6,791.68 (+0.79%)
- Dow Jones Industrial Average (DJI): 47,207.12 (+1.01%)
- Nasdaq Composite (IXIC): 23,204.87 (+1.15%)
- Nikkei 225 Futures (NK2251!D): 50,210.0 (+1.80%)
- FTSE 100 (FTSE): 9,652.2 (+0.19%)
Cryptocurrencies
- Bitcoin (BTCUSD): 114,802 (+0.22%)
- Ethereum (ETHUSDT): 4,168.28 (+0.24%)
- Binance Coin (BNBUSDT): 1,139.15 (+0.08%)
- Solana (SOLUSDT): 203.32 (+1.64%)
- BTC Dominance (BTC.D): 59.62% (−0.04%)
Major Stocks
- Nvidia (NVDA): 186.26 (+2.25%)
- Tesla (TSLA): 433.72 (−3.40%)
- Microsoft (MSFT): 523.61 (+0.59%)
- Meta Platforms (META): 738.36 (+0.59%)
- Apple (AAPL): 262.82 (+1.25%)
- Amazon (AMZN): 224.21 (+1.41%)
Commodities
- Silver (XAGUSD): 48.406 (−0.45%)
- Gold (XAUUSD): 4,092.517 (−0.46%)
- WTI Crude Oil (USOIL): 61.67 (+0.39%)
- Brent Crude Oil (BRENT3!): 68.166 (−3.68%)
Forex
- U.S. Dollar Index (DXY): 98.471 (−0.11%)
- EUR/USD: 1.1639 (+0.12%)
- GBP/USD: 1.3328 (+0.13%)
- USD/JPY: 152.828 (−0.03%)
Read More: Cryptocurrency Weekly Price Prediction: BTC, XRP Rebound, But ETH Struggles; Focus on FOMC!
