Money-Market Stress Persists Ahead of Fed’s Portfolio Pivot

NNN REIT has reported a 1.2% growth in core FFO for Q3 2025, highlighting the company's ongoing portfolio expansion. This growth is significant as it reflects the company's ability to enhance its financial performance while strategically increasing its assets. Investors and stakeholders should take note of this positive trend, as it indicates a robust operational strategy and potential for future growth.

A concerning trend is emerging as risky mortgage instruments, reminiscent of those that contributed to the Great Financial Crisis, are gaining traction again. This raises alarms about the potential impact of future Federal Reserve rate hikes on the housing market. With memories of the 2008 crash still fresh, many are questioning whether the current market can withstand similar pressures, making it crucial for investors and homeowners to stay informed about these developments.

Shopify has exceeded Wall Street's expectations with a remarkable revenue growth of nearly 30% in the third quarter. The Ottawa-based company is now projecting a strong performance for the upcoming holiday quarter, anticipating revenue growth in the mid-to-high twenties percentage range. This positive outlook is significant as it reflects the company's resilience and ability to thrive in the competitive e-commerce landscape, making it a key player to watch this holiday season.

Polls have opened in New York City for a historic mayoral election, where voters will choose between Democratic nominee Zohran Mamdani, independent Andrew Cuomo, and Republican Curtis Sliwa. Mamdani, who has been leading in the polls, is generating excitement among younger voters with his plans to make the city more affordable, while his tax proposals for the wealthy have raised concerns among Wall Street leaders. This election is significant as it reflects the changing priorities of New Yorkers and could shape the city's future.

US stocks experienced a significant drop on Tuesday, primarily driven by disappointing earnings from Palantir Technologies Inc. This has raised valuation concerns among investors, particularly in the artificial intelligence sector. Wall Street executives are also cautioning that the equity market may be due for a pullback, which adds to the unease. This situation is important as it reflects broader market sentiments and could influence investment strategies moving forward.

Recent warnings from Wall Street heavyweights indicate a potential pullback in equity markets, raising concerns among investors. This matters because a downturn could impact investment strategies and overall market confidence, leading to broader economic implications.

Wall Street experienced a significant downturn as major banks warned of potential pullback risks in the market. This decline is concerning for investors, as it signals uncertainty in the financial sector and raises questions about the stability of economic recovery. The warnings from these banks could lead to increased volatility and cautious trading, impacting both individual and institutional investors.

Torsten Slok, the chief economist at Apollo, is raising important questions about the Federal Reserve's potential decision to cut interest rates in December. He emphasizes the need for a data-driven approach, particularly in light of insights gained from alternative data regarding the US labor market. This discussion is crucial as it could influence economic policies and market expectations, highlighting the delicate balance the Fed must maintain in response to evolving economic indicators.

The ongoing debate over SNAP funding has created significant anxiety among recipients, retailers, and food banks, as the possibility of suspended or delayed payments looms. This situation is critical because it affects millions who rely on these benefits for their daily sustenance, highlighting the urgent need for a resolution to ensure food security for vulnerable populations.

A historic restaurant group with 115 years of service has filed for Chapter 11 bankruptcy, highlighting the ongoing challenges in the seafood industry. The high costs of sourcing and shipping seafood have made it difficult for many establishments to thrive. This situation not only affects the employees and owners but also reflects broader economic pressures on the restaurant sector, particularly for those specializing in expensive ingredients.

The recent proposal by Policy and Resources to increase fuel duty by 4.3% has faced significant opposition and ultimately failed. This decision is crucial as it directly impacts consumers and businesses, potentially leading to higher transportation costs and affecting the overall economy.

COP30 President Andre Correa do Lago expressed his views on the absence of the American government at the upcoming COP30 summit in Brazil. He noted that while the US economy will still be represented through businesses and universities, he would have preferred a direct government presence. This highlights the ongoing discussions about the role of government versus private entities in addressing climate change, making it a significant point of consideration for the summit.

David Bookbinder has stepped down from representing Boulder County, Colorado, in its ongoing climate lawsuit against Suncor Energy and Exxon Mobil. This change in legal representation could impact the county's strategy and approach in the case, which is significant as it addresses the pressing issues of climate change and corporate accountability.

Embraer has reported earnings that exceeded expectations by $0.16, along with revenues that topped estimates. This positive financial performance highlights the company's strong market position and effective management strategies, which are crucial for attracting investors and boosting confidence in the aerospace sector.