LiveSquawk Market Talk

Joseph Choi of Curve Advisor and Danielle DiMartino Booth of QI Research break down what a widely expected October hold really signals ahead of the 1400 ET decision — and why the dissent count from Hammack, Kashkari, and Logan could matter less than what Walsh does at the podium. With December priced at 84% and over three hikes still in the market, the gap between the Fed chair and his own committee is becoming impossible to ignore.

Joseph Choi, Curve Advisor
X: https://x.com/CurveAdvisor
LinkedIn: https://www.linkedin.com/search/results/all/?keywords=Curve%20Advisor

Danielle DiMartino Booth, QI Research LLC
X: https://x.com/DiMartinoBooth
LinkedIn: https://www.linkedin.com/in/dimartinobooth
Website: https://quillintelligence.com/

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Timestamps:
⁠⁠02:54 Dissents, rate pricing and Warsh's tone
09:12 Inflation breadth, oil and expectations
13:43 Credit stress and high-end spending
15:30 Questions for Warsh's press conference
22:00 A rift inside the FOMC
24:17 Fed credibility and the blue wave risk
27:14 Midterms, Iran and the oil incentive

From the RBNZ's surprise hold rattling the Kiwi to the Bank of Canada on a knife edge, Guenter Grimm maps out what happens to FX and risk assets if central banks blink — and why a dovish pivot now could unleash the very inflationary wave policymakers are trying to suppress.

Eric Culp
X: https://x.com/EricCulpLS

Guenter Grimm
LinkedIn: https://www.linkedin.com/in/guenter-grimm

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Timestamps:
03:00 Hold now, December hike next
08:08 Second-round effects and French yields
10:29 What to expect from Lagarde's press conference
15:09 RBNZ, Bank of Canada and the Fed
17:25 Eurozone growth into 2027
20:53 Oil for longer and the bond outlook
22:27 UK budget and wrap-up

Kyle Kondik of Sabato's Crystal Ball joins LiveSquawk with Trump's net approval sitting near minus twenty-two to minus twenty-three nationally — more than double the drag he faced heading into the 2018 midterms. With the House looking very likely to flip, Kondik breaks down exactly why Republicans are fighting uphill even in states Trump won by double digits.

Kyle Kondik, Sabato's Crystal Ball
X: https://x.com/kkondik
Website: https://www.kylekondik.com/about

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Timestamps:
05:10 Trump's approval and the odds for Congress
08:09 Vance and the bench behind Trump
10:43 Early voting: what it signals
13:27 Key Senate races and the polls
17:57 Do the midterms predict 2028?
19:33 Market scenarios under a Democratic Congress
23:00 Regulation, Trump's power and foreign policy
27:43 What investors should watch, wrap-up

85% beat rates and 29% blended earnings growth sound like a victory lap — but Christine Short of Wall Street Horizon flags a troubling parallel to Q3 2021, the last time revision momentum stalled before a bear market. Gregoire Dupont adds the trader's reality check: strip out ten names and the S&P's growth story looks very different.Christine Short, Wall Street HorizonsX: https://x.com/ChristineLShortLinkedIn: https://www.linkedin.com/in/christine-short-b0034b37/Website: https://wallstreethorizon.com/Gregoire DupontX: https://x.com/GregoireDupLinkedIn: https://www.linkedin.com/in/gregoire-dupont-ab3885/Website: https://duponttrading.com/Try our 24-hour news squawking service for FREE! 👇⁠https://www.livesquawk.com/#sign-up⁠⁠⁠Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠Timestamps:03:00 Q3 so far and the bank results 07:27 Slowing revisions and the 2021 parallel 10:51 Hyperscaler capex and Meta's early report 17:12 CoreWeave and neocloud debt stress 21:14 Higher rates, housing and Q4 guidance 25:07 Small caps and the financing squeeze 29:34 Midterms and the market 34:07 AI regulation and wrap-up

Audy of Credo V makes the case that quantum computing timelines are shrinking faster than markets appreciate — and that institutional allocators are already pulling back from Bitcoin and Ethereum exposure because of it.

Audy (Credo), Credo V
X: https://x.com/credo__v
Website: https://www.credo-v.com

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Timestamps:
02:12 Monthly recap: ETF flows, yields and the Fed
05:00 The rally and MSCI dropping MicroStrategy
07:09 BitMine and the 5% ETH target
11:07 Quantum risk and Bitcoin's upgrade path
18:11 Midterms and what they mean for crypto