Ira Epstein covers the latest financial market developments as of October 28, 2026, focusing on the recent FOMC meeting where the Federal Reserve decided not to raise interest rates, noting the difference in dissenting opinions compared to the previous meeting.
He critiques Fed Chair Walsh's handling of the press but acknowledges the valuable insights shared regarding geopolitical tensions, particularly involving the U.S. and Iran, and their potential impact on energy prices.
Epstein also highlights Jeffrey Gundlach's commentary on commodity portfolios, emphasizing the strong performance of gold and its strategic inclusion in investment portfolios.
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