Yields falling is supportive for a range of assets, says Partners Group's Anastasia Amoroso

Monetary Policy & Interest Rates - The market anticipates the Federal Reserve (Fed) will likely cut rates in October and again in December due to concerns about the weakening labor market [2] - The Fed is considering ending the balance sheet runoff and potentially supporting more buying of long-term treasuries, which should help lower long-term yields [2] - The potential for yields to fall across the curve is supportive for a range of assets [3] - The Fed may be considering measures to ensure a soft landing for the economy and the labor market [7] Economic Outlook - The US economy is growing at a pace of approximately 35% in the third quarter [7] Banking Sector & Earnings - Early bank earnings, including Citigroup and Wells Fargo, are beating expectations [8] - The bar has been reset higher for this earning season, particularly for banks, which had the greatest upward revisions [9] - JP Morgan's results were broadly positive, but there are some concerns about the credit markets [10] AI & Technology - AI is considered one of the greatest commercial opportunities today, but it will disrupt some companies and create winners and losers [13] - There is a risk that some hyperscalers will start to rein in their capital expenditure (capex), and the semiconductor industry will likely feel the biggest impact [14]