💥BREAKING:100% CHANCE OF A RATE CUT IN OCTOBER! https://t.co/n2YvzZocKA ...

🚨 99% odds of a Fed rate cut this monthTraders now betting on two more cuts this year https://t.co/mW7ckA28Nw ...

US Treasuries jumped after a measure of private sector jobs plummeted, leading traders to add to bets on interest-rate cuts by the Federal Reserve this year https://t.co/ABoL8Jp7Se ...

At a time when the outlook for the economy is murky and interest-rate decisions have been unusually contentious, leaving America’s policymakers to grope in the dark is hardly ideal https://t.co/wnMhI8TVNP ...

Australia’s central bank kept its key interest rate unchanged in a widely anticipated decision, reiterating that it remains cautious about the outlook and that future moves will be dictated by economic data https://t.co/qnsJMOrTUb ...

The Reserve Bank of India’s interest rate decision on Wednesday will likely be a close call, with policymakers facing multiple reasons to lower borrowing costs as inflation stays low and economic growth takes a knock from high US tariffs https://t.co/klulOiZE3z ...

Mozambique’s central bank cut its benchmark interest rate to a record low to support its economy that’s in a recession https://t.co/ySKjMdReaV ...

Israel Leaves Interest Rate on Hold Due to Risk From War in Gaza https://t.co/LmYnGTrBeI ...

Economic Indicators - The Atlanta Fed tracker indicates a GDP growth rate of approximately 3.9% for Q3, following a 3.8% growth in Q2, suggesting a strong economic performance [2] - Weekly jobless claims decreased to 218,000, with a four-week moving average of about 230,000, indicating a healthy labor market [2][16] - Durable goods orders rose by 5.4% year-over-year, driven by Boeing, while new home sales increased by 20% month-over-month and 15% year-over-year, reflecting robust consumer activity [3] Market Outlook - The earnings outlook for the next quarter is positive, with expectations of broad-based growth across various sectors, including housing and financials [4][6] - Financials are expected to perform well, with Morgan Stanley raising targets for large-cap banks due to favorable numbers [7] - The industrial sector and data center investments are anticipated to continue thriving, supported by strong visibility [8] Investment Strategies - Investors are encouraged to diversify beyond technology stocks, with a focus on sectors like housing and autos, which may benefit from lower interest rates [6][7] - Capital One is highlighted as a favorable investment due to its recent acquisition of Discover Financial, which enhances its scalable payments network [9] - Cybersecurity is identified as a growing sector, with potential for consolidation among the 4,000 companies in the field, driven by increasing demand for AI-related security solutions [11][12] Consumer Behavior - The consumer remains resilient, supported by job stability and wage growth of about 5%, despite inflationary pressures [18] - A significant amount of capital, approximately $8 trillion, is currently in money markets, which may shift into equities as interest rates decline [14][15] Risks and Concerns - The labor market is closely monitored, with a warning threshold set at 250,000 to 260,000 weekly jobless claims, as a significant increase could signal economic trouble [16][17] - Potential government shutdowns are not seen as a major concern, with expectations that any issues will be resolved quickly [19][20]

ECB Governing Council member Gabriel Makhlouf said the cycle of interest-rate reductions is near its end https://t.co/rVmwwL0zF8 ...