Mabrouk Chetouane dissects the Federal Reserve's latest rate cut which he believes matches policy to current market conditions. He expects fiscal policy to be supportive into year-end and doesn't believe momentum will be stopping any time soon. Mabrouk remains positive on the U.S. economy and the U.S. market. Looking at Europe, he breaks down the variances in challenges between individual countries and says investors can be more selective when looking overseas.

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