Wall Street Roundup: financial earnings, golden highs, data dearth

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8 • 950 Ratings

🗓️ 17 October 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).

Show Notes:
Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report
Gold hits another record with bank worries in focus alongside trade, rate cuts
Bank fears spread with wider market spooked over credit 'cockroaches'

Episode transcripts: seekingalpha.com/wsb

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Transcript

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0:00.0	Brian Stewart, our director of news at Seeking Alpha.
0:14.0	We've been away for a couple weeks.
0:17.0	Welcome back.
0:18.0	Great to be back.
0:19.0	At Wall Street Roundup.
0:20.0	We've got trade war considerations. we've got some bank earnings,
0:24.6	we've got a prolonged government shutdown.
0:27.6	Where are we starting this week?
0:29.3	Yeah, I think financial stocks is the best place to start.
0:32.1	As you point out, it was a big week for financial earnings.
0:35.5	That's usually the leading edge of the earning season is the financial stocks released their results.
0:41.5	So that was the theme this week.
0:43.5	And we actually saw a lot of love for the big financial names when they released earnings earlier this week.
0:50.0	So Wells Fargo was one of the biggest upside results from that.
0:55.6	It jumped 7% in the day after its results.
0:58.5	Meanwhile, you saw Morgan Stanley up 5%, city up 4%.
1:01.6	Bank of America up 4%.
1:03.0	You saw strength in dealmaking and investment banking,
1:08.2	which tracks with the overall kind of anecdotal evidence that we have.
1:16.0	IPO market has been opening up.
1:17.8	You see a lot of deals being announced.
1:20.6	So I think that that fits with the general themes that we've been seeing lately.
	...

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