Look into the conglomerates sector, to find one.

After the FOMC cut 50 bps, here is what to expect.

In other words, can U.S. macro data trump any U.S election uncertainty?

Less uncertainty is usually a benefit.

Or is the event of a SEP rate cut 'all priced in'?

Can this “AI” Cap-ex boom keep driving ahead?

Likely, it takes several months of macro data to answer that question.

This is perhaps the biggest worry, now.

It is time, for a health check, on the all-important U.S. consumer.

Rate cuts in Europe and Latin America, not the USA, get me thinking.