Geopolitics Alpha

Earnings from Google and Microsoft and a Fed rate decision: What to Watch

Published . Updated .

GEOPOLITICS ALPHAEarnings from Google and Microsoftand a Fed rate decision: What toWatchGOOGLMSFTGEOPOLITICS ALPHA

This report is about US interest rates.

Directly affected

  • GOOGL Alphabet-8.2% 30d

    Named in this report.

  • MSFT Microsoft+7.1% 30d

    Named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond ETF-1.8% 30d

    iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.

  • IEF iShares 7-10 Year Treasury Bond ETF-0.9% 30d

    iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.

  • JPM JPMorgan Chase-5.5% 30d

    JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.

  • BAC Bank of America-15.0% 30d

    Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.

  • DHI D.R. Horton+5.1% 30d

    D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.

  • SCHW The Charles Schwab

    The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GOOGLNo price data for this ticker———————
MSFT+0.23%-1.36%baseafter closeafter closeafter closeafter close
TLT-1.71%-0.37%baseafter closeafter closeafter closeafter close
IEFNo price data for this ticker———————
JPMNo price data for this ticker———————
BACNo price data for this ticker———————
DHINo price data for this ticker———————
SCHWNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Earnings from Google and Microsoft and a Fed rate decision: What to Watch Yahoo Finance

Source: Yahoo Finance

Ishares Tr (TLT) since this story, compared with the market

CompanyWhenMoveStatus
MSFTthree days earlier-1.36%final price
MSFTfive days earlier+0.23%final price
Ishares Tr (TLT)three days earlier-0.37%final price
Ishares Tr (TLT)five days earlier-1.71%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares Tr (TLT)

Companies carried with this story

  • TLT Ishares Tr

    Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Earnings from Google and Microsoft and a Fed rate decision: What to Watch.” Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

  • IEF Ishares Tr

    For “Earnings from Google and Microsoft and a Fed rate decision: What to Watch,” Ishares Tr (IEF) is linked, with no stored direction, medium confidence. Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

  • JPM Jpmorgan Chase

    In “Earnings from Google and Microsoft and a Fed rate decision: What to Watch,” Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence. Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story

  • BAC Bank Of America

    Bank Of America (BAC) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Earnings from Google and Microsoft and a Fed rate decision: What to Watch.” Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story

  • DHI Horton D R

    Horton D R (DHI) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Earnings from Google and Microsoft and a Fed rate decision: What to Watch.” Reason on file: D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story

  • SCHW Schwab Charles

    Schwab Charles (SCHW) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Earnings from Google and Microsoft and a Fed rate decision: What to Watch.” Reason on file: The Charles Schwab (security brokers, dealers and flotation companies): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story

Ishares Tr (TLT)

Ishares Tr (TLT) is the company in “Earnings from Google and Microsoft and a Fed rate decision: What to Watch,” the 28 Oct 2026 this story story.

Ishares Tr (TLT) is on the page because iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

A second company, Ishares Tr (IEF), is listed for a different reason: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

Dates and price levels for Ishares Tr (TLT)

IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. JPM traded between 325.12 and 344.37 across 20 sessions. The latest close on file is 334.12. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46.

A simple score for Ishares Tr (TLT)

46 out of 100

“Earnings from Google and Microsoft and a Fed rate decision: What to Watch” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.