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Every weekend we publish “The Weekly Wrap-Up” — your ticket to being well informed and staying ahead in the investment game!

This report is designed to help investors of all skill levels break down important stories/topics within the stock market. And best of all, we cut through all of the BS and give you exactly what you need to know in easy to digest, bite sized pieces of content.

Grab your coffee and let’s dive in.

Friday’s cooler than expected CPI report sent all three major indexes to all-time highs.

These are some of the biggest stories from the second half of the week that had an influence on market action.

Inflation rose less than expected in September, with the Consumer Price Index easing from August levels. Released amid the shutdown, this print arrives as the lone official data point before the coming policy meeting, shaping market expectations toward additional easing. Together with softer labor signals and fading shelter momentum, it strengthens the case for a near term cut without reigniting broad price pressure.

🔑 Key Points

👀 What You Need to Know

This CPI report is the only major data released during the shutdown, giving markets rare visibility ahead of the Fed’s decision. Inflation remains sticky but stable, allowing policymakers to focus more on weakening labor data than price pressure. With core CPI cooling and shelter decelerating, the Fed is expected to cut rates by 25 bps next week and may follow with another in December. The bigger question is whether tariffs or energy costs reheat prices in Q4, complicating the easing path into 2026.

President Trump abruptly terminated U.S. trade negotiations with Canada after Ontario aired a Reagan-themed anti-tariff ad. The fallout comes just days before Trump’s high-stakes meeting with China’s Xi Jinping at the APEC summit, where tariffs again dominate the agenda. Together, these moves signal a renewed willingness to weaponize trade policy heading into 2026.

🔑 Key Points

👀 What You Need to Know

Tariffs are once again dictating global trade policy. Trump’s abrupt break with Canada and his planned sit-down with Xi underscore how quickly trade relationships can be weaponized. The unpredictability alone is inflationary, adding friction to supply chains already under strain. With tariff threats spreading across allies and rivals alike, markets should expect continued volatility in industrials, commodities, and currencies tied to cross-border demand.

📚 Edge-ucation: How Tariffs Hit Markets Before They Hit Consumers

Tariffs don’t just raise prices at checkout; they ripple through markets almost instantly. Investors react to the expectation of pressure long before it shows up in earnings or inflation data. Understanding that lag helps explain why markets sell first and confirm later.

The takeaway: tariffs are priced in expectations first, fundamentals later, and the smartest investors trades that gap before the data catches up.

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Several major names reported this week, with results generally better than feared. Pricing, backlog, and cost control helped most companies top expectations, while guidance was steady to higher in several cases.

Procter & Gamble $PG ( ▲ 0.88% ) delivered solid top-line growth and held guidance.

Lam Research $LRCX ( ▲ 2.81% ) posted strong margins and a slight beat on the quarter.

Intel $INTC ( ▲ 0.31% ) beat expectations and guided Q4 within the range, as the turnaround shows progress.

Honeywell $HON ( ▼ 2.05% ) beat on both lines and raised full-year EPS guidance.

Ford $F ( ▲ 12.16% ) topped estimates but trimmed its full-year outlook due to the Novelis plant fire impact.

See this week’s full Earnings Report for the stocks we cover, including Tesla, Netflix, Coca-Cola, and more

In this section, we'll be curating a selection of news headlines we think you'll find interesting. If a topic catches your eye, click the provided links to read more about it.

We continue to push out more and more content every week to give investors that edge. Here are the posts Investor’s Edge+ subscribers received this week.

Mondays are for the investors. Every Monday morning we share exactly what we’re watching in the week ahead, how we’re positioning, and even share a sneak peek into our systems and models. This week we discussed the upcoming inflation report as well as several major earnings on the calendar. See the latest full report here:

Every week during earnings season is extremely busy for us here at the Edge as we dive into over 100 reports and provide our members with top tier breakdowns and insights. This week we saw earnings from Tesla, Netflix, Coca-Cola, and more. See this week’s recap:

It is the one of the biggest weeks of the year with over 30% of S&P 500 companies scheduled to report earnings, including five of the largest companies in the world. Meanwhile, the government shutdown continues to throw a wrench in economic data being released though the Fed will deliver its much anticipated interest rate decision on Wednesday.

Next week is the biggest week of the Q3 earnings season with 5 of the MAG7 names reporting, and 21 of companies that we cover expected to report:

Here is the full calendar of scheduled earnings releases:

All eyes will be on the Fed’s interest rate decision next week. The market believes we will get 2 rate cuts by year end, and we will see if the Fed agrees on Wednesday.

We will also get pending home sales data and the S&P/Case Shiller home price report.

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🗨️ Chat rooms: Investors discussed the the huge moves from mega cap tech. Members also dove into the number of jobs reports and shared their views on the overall economy.

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Thank you for reading this edition of the Weekly Wrap-Up. Have a great weekend!

Until next time investors!

Mark & Chris

The Investor’s Edge

This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance.