Beat The Bell

The Week That Could Change Your Portfolio

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The Week That Could Change Your Portfolio

Air Date: Monday, October 27, 2025
Host: Dominique Broadway | Runtime: 17 minutes

EPISODE DESCRIPTION

The perfect storm hits your portfolio this week: Five tech giants report earnings, the Fed decides on interest rates, and the government shutdown enters week four. Dominique breaks down what's happening, why it matters to YOUR money, and the specific actions to take right now.

WHAT'S COVERED

[0:00] Opening - Why this week is critical for your portfolio

[1:00] The Fed's Rate Decision 

  •  Expected 25bp cut to 3.75%-4.0% on Wednesday
  •  Mortgage rates hit 13-month low at 6.19%
  •  What this means for savers vs. borrowers
  •  Government shutdown creating data blackout

    • [4:30] Tech Earnings Tsunami 

    •  Wednesday 4PM: Alphabet, Microsoft, Meta
    •  Thursday 4PM: Amazon, Apple
    •  Why these 5 companies = 30% of your S&P 500 fund
    •  87% of companies beating expectations so far

      • [8:30] Government Shutdown Reality Check 

      •  Day 27 of shutdown - second longest in history
      •  42M Americans on SNAP (funding ends Nov 1st)
      •  1.4M federal workers affected
      •  Guidance for impacted workers

        • [11:00] Other Market Movers 

        •  Trump-Xi Summit Thursday
        •  Canadian tariffs impact
        •  Missing economic data

          • [12:30] The 3-2-1 Challenge 

          •  3 Things to Check: Portfolio exposure, savings rates, debt situation
          •  2 Decisions: Investment strategy, backup plan
          •  1 Thing to Learn: Research one earnings company

            • [13:30] Key Takeaways 

            •  Three major market drivers converging
            •  Rate cuts help borrowers, challenge savers
            •  Expect volatility despite good earnings

              •  

              KEY DATES & STATS

              📅 Wednesday, Oct 29, 2:00 PM: Fed decision
              📅 Wednesday, Oct 29, 2:30 PM: Powell press conference
              📅 Wednesday/Thursday, 4:00 PM: Major tech earnings
              📅 Friday, Nov 1: SNAP benefits funding expires

              📊 Current 30-year mortgage: 6.19%
              📊 Expected Fed rate: 3.75%-4.0%
              📊 Rate cut probability: 98.3%
              📊 Earnings beat rate: 87%

              COMPANIES IN FOCUS

              Reporting This Week: Alphabet, Amazon, Apple, Meta, Microsoft, Coinbase, Reddit, Procter & Gamble, Honeywell, GE

              ACTION ITEMS

              ✅ Check your 401(k) tech exposure
              ✅ Compare high-yield savings rates
              ✅ Review how rate cuts affect your debt
              ✅ Federal employees: Call bank about hardship programs
              ✅ Set calendar alerts for Fed decision & earnings

              CONNECT & SHARE

              📱 Text your questions: 202-217-1035
              🌐 Website: financesdemystified.com
              📱 Instagram: @DominiqueBroadway

              Next Episode: Friday, October 31 - Week in Review

              ABOUT DOMINIQUE

              Self-made first-generation multimillionaire and founder of Finances Demystified. 20+ years investment experience. Educated 600,000+ people on building wealth. Author of The Wealth Decision.

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              #BeatTheBell | Because the markets don't wait, and neither should you.

               

              This podcast is for educational purposes only and does not constitute financial advice. Consult a qualified financial professional before making investment decisions. 

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              Beat The BellBy Dominique Broadway