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You want big, you want important, you want game-changing, then you want next week.

We're approaching the height of earnings season, and this time the earnings are more important than ever.

Other than today's consumer price index reading, which was benign, we have almost no macro

data because this government shutdown.

And that's created a tremendous focus on individual companies.

Right at the moment when those companies keep putting up truly great numbers.

Those numbers and the relatively mild CPRI report are why the average is word today,

Dowell gaining 473 points. You know his first time closing about 47,000. As you'd be jumping 0.79%.

34th record closed. And the NASDAQ poval at a 1.15%. It is something to behold here. Now, next week's a hybrid.

We have the biggest week of earnings, but we also have the Fed meeting on Wednesday.

I think we'll get a quarter point rate cut. Our economy's stalling. We're beginning to see

some larger layoffs, like the ones that were announced by Target and applied materials. And this morning's Consumer Price Index report was tame enough

to justify a cut. In other words, I think we're safe when it comes to extraneous events.

How about earnings? Monday night, our largest steel company reports, that's New Corps.

And I think we're going to hear plenty of praise for President Trump's tariffs that have kept other countries from dumping their government subsidized steel into our country at excessively low prices.

China wiped out most of our steel producers, except for New Corps and Cleveland Cliffs.

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