Investing

1. Executive Summary Today’s Dominant Driver: FOMC day: a fully priced 25bp cut puts the spotlight on the 2025 dot plot and …

1. Executive Summary Today’s Dominant Driver: Rate path in focus as ADP (08:15) + ISM Services (10:00) will decide whether the market …

1. Executive Summary Today’s Dominant Driver: Rotation out of crowded AI chip/growth ($NVDA, $AMD, $QQQ) into policy-backed defensives ($XLV, healthcare) as the …

1. Executive Summary Today’s Dominant Driver: Final verdict on U.S. housing + Fed minutes – Housing Starts and FOMC tone will decide …

1. Executive Summary Today’s Dominant Driver: AI infrastructure sentiment remains fragile after CoreWeave’s guidance cut and SoftBank’s $NVDA exit. Tonight’s $CSCO results …

1. Executive Summary Today’s Dominant Driver: U. Michigan Consumer Sentiment (10:00 AM ET). A surprise ≥ 55.0 = bullish pop for consumer …

— 1. Executive Summary · Today’s Dominant Driver: All eyes on 8:30 AM CPI (Sep) first major gov’t print during the shutdown. …

1. Executive Summary Today’s Dominant Driver: Regional Banking Crisis 2.0. ZION fraud revelations triggered systemic contagion ($KRE -6.3%, broke 200-DMA). Earnings from …