Wall Street trades at record highs after the Fed cut rates, led by technology stocks. Investors expect further cuts, but hawkish Fed comments pushed both US Treasury yields and the dollar higher last week. In Europe, data showed industrial output rebounding; in Asia, Bank of Japan’s ETF unwind plans initially weighed on Japanese shares, but concerns are easing this Monday. Gold rises for a fifth week with record ETF inflows, Apple climbs after the iPhone 19 launch, and Porsche postpones its EV launch. Trump’s USD 100,000 H-1B visa fee threatens US tech and India-US relations. Mensur Pocinci, Head of Technical Analysis, notes that strong US equities year-to-date and in September bode very well for the rest of the year.

• (00:00) - Introduction: Bernadette Anderko, Product & Investment Content