Latest / Ground Signal FM / Ground Signal — October 29, 2026
Transcript
- 0:00This is Ground Signal, your daily briefing for
- 0:02Thursday, October 29, 2026. I am Harper. Today,
- 0:07the Pentagon shakeup meets Iran strike planning,
- 0:09the Fed holds with two dissents, and Google Cloud
- 0:12doubles. Global news. Signal 4. Defense Secretary
- 0:17Pete Hegseth fired the Pentagon's top military
- 0:19planner, while President Trump weighs renewed
- 0:22strikes on Iran, according to the Associated
- 0:24Press. The AP also reports Washington warned
- 0:27allies to prepare for possible Iranian retaliation.
- 0:30Trump has made no final decision. The United
- 0:33States has not struck Iran since early September.
- 0:36Diplomacy is running in parallel. Reuters' linked
- 0:39reports say the European Union's top diplomat
- 0:41is preparing a trade offer if Iran suspends enrichment.
- 0:44The U .N. nuclear watchdog found no sign Iran
- 0:47repaired damaged sites. Signal 3. Ukraine and
- 0:51Russia began a local ceasefire around Oleshki,
- 0:53while strikes continue elsewhere, including Kiev.
- 0:56A Kremlin aide says the next round of talks depends
- 0:58on Middle East developments. Signal 3. In Latin
- 1:02America, AP says Lula's win in Brazil bucks the
- 1:05regional shift right and denies Trump an ally.
- 1:07A bomb near Colombia's Venezuela border injured
- 1:10at least four police officers in Cucuta. Signal
- 1:133. In Mexico, the head of the National Electoral
- 1:16Institute resigned amid allegations of irregularities
- 1:19and corruption. the agency now faces an overhaul.
- 1:23Markets and crypto. The Federal Reserve held
- 1:25rates at 3 .75 to 4 % on Wednesday. The vote
- 1:29was 10 to 2, and Lisa Cook and Beth Hammock dissented
- 1:33in favor of a quarter -point hike. The S &P 500
- 1:36closed at 7 ,744, and the Nasdaq at 26 ,550.
- 1:42The 10 -year Treasury yield held just above 5%,
- 1:46around 5 .04. The dollar index sat near 102 .1.
- 1:52Brent crude settled near $115 a barrel. Bitcoin
- 1:56traded around $81 ,000. Oil stays elevated while
- 2:00Iran's strike risk is live, and yields above
- 2:035 % keep pressure on stocks. Tech and future.
- 2:07Alphabet missed Wall Street expectations and
- 2:10fell after hours. Yet Google Cloud revenue more
- 2:13than doubled to $30 .7 billion, and free cash
- 2:16flow turned negative at minus $9 .1 billion.
- 2:19Microsoft beat expectations and rose after the
- 2:22bell. Its capital spending was $45 .2 billion,
- 2:26below its $50 billion projection, because third
- 2:29-party capacity deliveries slipped. Investors
- 2:31are watching how AI spending pays back. Mobility.
- 2:35I found no new official change today. The State
- 2:38Department's expanded online presence review
- 2:40for certain non -immigrant visa applicants has
- 2:42applied since October 1. Expect deeper social
- 2:45media screening. For Europe, the entry -exit
- 2:49system has been fully operational since April
- 2:5110. Non -EU short -stay visitors are biometrically
- 2:55registered at the Schengen external border. Allow
- 2:58extra time at arrival. Forward signal. Today
- 3:02brings the European Central Bank decision. plus
- 3:04U .S. third -quarter GDP and September PCE inflation.
- 3:08The Bank of Japan decides Friday. The big watch
- 3:13is Iran. Any strike decision would hit oil first,
- 3:16then yields and equities. That is signal four
- 3:18until Washington decides. This content was generated
- 3:22using AI. This was Ground Signal. Until tomorrow.