HomeMarketsFed WatchGauging Market Resiliency Amid Shutdown, Trade Talks and Fed Cuts

Gauging Market Resiliency Amid Shutdown, Trade Talks and Fed Cuts

Ed Siddell joins Trading 360 to discuss the resiliency in the U.S. markets. He remains bullish on the markets, but continues to closely monitor U.S. and China trade negotiations. For the Fed's rate cut outlook, Ed expects 25bps cuts in both October and December. He expects 'continued rate reductions' into 2026, saying small-caps could be a beneficiary of lower rates. Ed cautions investors that any negative headlines from China trade talks could impact the markets "uniform across the board." When comparing the 2025 "melt up" to prior frothy conditions, Ed sees room to run for the A.I. trade and energy companies tied to powering its data centers.

Trading 360

27 Oct 2025

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