It's time for the big three. We've got three stocks and three charts here. Kevin Green joining us today to take us through the charts. And here to take us through the trades is Jessica Insk from stockbrokers.com. Great to have you both with us today. Jessica, I'd love a big picture thought on the market action we're seeing.We got some important data this morning. Some some of it albeit backwards looking, but you know, important numbers nonetheless. that it was the quality of the data is certainly important ...

Market Environment - The recent government shutdown did not negatively impact the equity market rally, and there was relief when it ended [3][4] - The political and fiscal disruptions are expected to continue influencing market volatility [4][6] Federal Reserve Insights - The Federal Reserve is facing challenges with inflation stalling around 3% and concerns about a weakening labor market [8][10] - There is speculation about potential rate cuts, with a belief that the Fed may cut rates in December due to economic slowing [11][12] - The economy is described as bifurcated, with different growth rates for lower-end consumers and larger companies [12][14] Economic Outlook - The trend of disinflation is expected to continue, which may support further rate cuts [16][23] - The composition of the Federal Reserve is anticipated to become more dovish, which could benefit interest-sensitive sectors of the economy [22][23] Technology and AI Investment - There is optimism about the long-term potential of artificial intelligence as a technological game-changer, although the market is still in early stages [24][25] - Concerns exist about the potential for excessive debt accumulation in building AI infrastructure [25][26] Credit Market Dynamics - The current environment is characterized by cyclical risks rather than structural risks, with no widespread structural issues identified at this time [27][29] - Investors are advised to conduct thorough due diligence to understand the underlying value of investments [31][32]

Fed Chair Jerome Powell acknowledged Wednesday that the soaring stock market is helping support consumer spending — and the overall economy — right now. If the market goes down, Powell said, it could hurt consumer spending. But spending wouldn't take a large hit unless the market plunged. "I think it's certainly a factor supporting consumption right now," Powell said in response to a question asked by Yahoo Finance about how much of consumer spending and the economy hinges on the stock market remaining s ...