#USA #Investment - Gibbs: Small Cap Earnings Can Double SPX in 2026: Schwab Network

4 October 2025

Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500. 

Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.” 

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#Spain #investment - Spanish Banks Takeover: Sabadell CEO Says BBVA Can't Cross 50% Threshold: Bloomberg

3 October 2025

Banco Sabadell Chief Executive Officer Cesar Gonzalez-Bueno discusses the lender's rejection of a takeover bid from rival BBVA. The €17 billion ($20 billion) tender offer will end on Oct. 10 and BBVA has been pulling out all the stops to sway investors. 

BBVA is seeking to obtain at least 50% of Sabadell, a threshold which Gonzalez-Bueno says is "unattainable." He talks with Bloomberg's Kriti Gupta. 00:00 BBVA bid: "impossible to get to the 50% acceptance in the first offer" 

#USA #Investment - Market outlook for October: Can the rally keep going amid the government shutdown? Yahoo Finance

4 October 2025

Yahoo Finance speaks with market insiders about the outlook for stocks and Fed rate cuts in October amid the US government shutdown. 

USA Investment - Inflation Fears Hit Short Bonds as Government Shutdown Extend | The Close 10/3/2025: Bloomberg

3 October 2025

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. 

Today's guests are Edward Jones’ Mona Mahajan, Society for Human Resource Management’s Johnny C. Taylor, Jr., S&P Global Sovereign Ratings’ Lisa Schineller, Novo Nordisk’s David Moore, Man Group’s Kristina Hooper, JP Morgan Asset Management’s Jared Gross, University of Kansas’ Misty Heggeness, Revolt’s Detavio Samuels, Vida Tequila’s Lisa Barlow. 

 

Funding fights in Washington usually play out like games of chicken. Right now, neither party seems ready to give in. Join moderator Jeffrey Goldberg, Leigh Ann Caldwell of Puck News, Andrew Desiderio of Punchbowl News, and Toluse Olorunnipa and Ashley Parker of The Atlantic.

#USA #DonaldTrump #Republican - We are flying in darkness,' with no govt economic data available: Economist Torsten Sløk: Yahoo Finance

5 October 2025 The US government shutdown has delayed the release of September jobs data, originally expected on Friday. In the absence of ...