US Univ. Of Michigan Sentiment Oct F: 48.0 (est 46.3; prev 46.3) - Current Conditions: 46.7 (est 44.9; prev 44.7) - Expectations: 48.8 (est 47.1; prev 47.3) - 1-Year Inflation: 4.7% (est 4.7%; prev 4.7%) - 5-10 Year Inflation: 3.5% (est 3.5%; prev 3.5%)

US S&P Global Manufacturing PMI Oct P: 56.0 (est 55.5; prev 55.9) - Services PMI: 57.9 (est 58.0; prev 58.8) - Composite PMI: 57.6 (est 57.6; prev 58.4) pmi.spglobal.com/Public/Home…

Crypto held its ground while equities wobbled. Our guest broke down the stories driving it, and the one tail risk institutions can’t ignore. @credo__v on this week’s Crypto Corner. 2:12 the yield setup that kicked off the rally, and why crypto was primed for it 5:00 the MSCI move pushing MicroStrategy out of the index, and why it was already priced in 7:09 Tom Lee’s “alchemy of 5%” at BitMine, and the buy rate that hits the cap in weeks 11:07 how AI is shrinking the quantum timeline for breaking encryption, now pulled in to 2029 18:11 why the midterms could be short-term negative for crypto, and the long-term case against it Watch the full episode on YouTube, link in the first reply. For live market commentary, calendars, and news feeds, start a trial at LiveSquawk.com. #Crypto #Bitcoin #Ethereum #Investing

Anthropic: Newer Models Are Less Likely To Begin An Attack - Claude Opus 5.5 & Claude Mythos 5.1 Still Fall Short

Quantum computing timelines are shrinking faster than markets appreciate. And institutional allocators are already pulling back from Bitcoin and Ethereum exposure because of it. @credo__v makes the case on LiveSquawk Market Talk. Out now. 🎧 YouTube: youtube.com/watch?v=hH5m-A-e… 🎧 Spotify: open.spotify.com/show/7zbula… #Bitcoin #Ethereum #QuantumComputing #Crypto #LiveSquawk

The moment a quantum breakthrough headline lands, Bitcoin and ETH reprice downward immediately. @credo__v points out that a lot of allocators do not want to live with that risk, which has clearly impacted flows. Prices would likely be way higher without AI labs accelerating this front so aggressively.

Belgium Business Confidence Oct: -9.8 (prev -12.1)

US Proposes Further Suspension Of Section 301 Investigation Into China’s Targeting Of Maritime, Logistics, And Shipbuilding Sectors For Dominance Through Jan. 9, 2027 -Office Of USTR

$AXP Amex CEO: To Cut 5% Of Jobs, Around 3.5K Employees

Canada Sept. Retail Sales Likely Rose 0.7% M/M - StatsCan Flash

Canada Retail Sales (M/M) Aug: 1.2% (est 1.3%; prev -0.7%; prev R -0.8%) - Retail Sales Ex-Autos (M/M): 1.2% (est 1.1%; prev -0.7%; prev R -0.8%)

Two weeks out, the House looks gone and the Senate is on a knife edge. We asked an elections expert what it means for markets. @kkondik, managing editor of Sabato’s Crystal Ball at UVA, on this week’s US midterms preview. 5:08 why Trump’s approval is running more than double as bad as it was going into 2018 10:58 what the early vote is really signaling, and the mail-in trap most analysts get wrong 13:33 the seven Senate races that decide control, and the five red states in play 19:15 the three market scenarios, from a Republican hold to a Democratic sweep 21:38 the long-shot bipartisan move that could claw tariff authority back from Trump Watch the full episode on YouTube; link in the first reply. For live market commentary, calendars and news feeds, start a trial at LiveSquawk.com. #Midterms #Elections2026 #StockMarket #Investing

The earnings are strong, the market is up, and both guests kept circling the same question: how long can this hold? @ChristineLShort of Wall Street Horizon and @GregoireDup, equity PM and trading coach, on this week’s Q3 earnings preview. 7:16 the earnings pattern that last showed up right before the 2022 bear market 9:20 why 70% of the S&P’s growth is coming from just ten names 11:00 the research on why Meta reporting early could be a bullish tell 15:20 the financing problem now pricing a 60% default probability into CoreWeave 28:24 the risks investors have simply chosen to ignore all year Watch the full episode on YouTube, link in the first reply. For live market commentary, calendars and news feeds, start a trial at LiveSquawk.com. #EarningsSeason #StockMarket #AI #Fed #Investing

$AXP | American Express Q3 2026 Earnings - Rev: USD 20.06B (est USD 20.12B) - Adj EPS: USD 4.68 - Billed Business: USD 454B (est USD 456.93B) - Provision For Credit Losses: USD 1B - Total Expenses: USD 14.5B (est USD 14.81B) - Sees FY Adj EPS: USD 17.60 To USD 17.90