Will a rate cut in September be enough to keep this rally going. Let's bring in Pollson Perspectives author Jim Pollson and CFR research chief investment strategist Sam Stovall. Guys, welcome.Jim, you say these numbers tell us inflation isn't so much of a problem. We were just asking a guest earlier about pressure on the workingclass consumer, though. Is a Fed rate cut still a gamecher if we see more signs of pressure through the rest of the year.Well, I I think you know certainly you can make a case that i ...

3 August 2025 | 10:55PM HKT China: Three things in China Three quick highlights from China: 42 44 46 48 50 52 54 56 42 44 46 48 50 52 54 56 Jan-20 Sep-20 May-21 Jan-22 Sep-22 May-23 Jan-24 Sep-24 May-25 NBS Manufacturing PMI S&P Global Manufacturing PMI Index Index Both NBS and S&P Global China manufacturing PMIs fell in July Source: Haver Analytics n Widespread strength in Q2 export volume: China Customs released the June trade volume data recently, and we published our Q2 trade dashboard on the back of it ...