The US stock market is experiencing apprehension due to high valuation concerns and a potentially slower pace of interest rate cuts. However, technical factors may offer support, particularly the performance of Nvidia.

The US and Japan are pursuing an unconventional approach to combat inflation through fiscal stimulus. This article highlights the strategy and potential outcomes.

Anne Walsh, CIO of Guggenheim Partners, predicts the Federal Reserve might cut interest rates in December, citing increasing signs of economic deceleration in certain sectors.

In the wake of the US government shutdown, investors face uncertainty due to missing economic data, potentially delaying or hindering Federal Reserve rate cuts. This data void raises concerns about market valuations and future trends.

Mohamed El-Erian highlights his anxieties about the financial strain on low-income consumers and the potential risks associated with refinancing substantial debt at higher interest rates.

This article discusses the underlying risks in the current US stock market, highlighting warning signs like high valuations and negative divergences.

Mark Zandi casts doubt on the ability of AI to compensate for the impact of deglobalization on the US economy, warning of recession risks and widening wealth inequality.

This article suggests that strong economic growth could force the Federal Reserve to maintain or even raise interest rates, potentially surprising markets that are expecting rate cuts.