On October 1st, Tim Walz and JD Vance will engage in a highly anticipated vice-presidential debate. Their sharp exchanges are expected to influence both the political landscape and stock markets, with investors paying close attention to their stances on key industries such as healthcare, energy, and technology.
What to expect from the market?
Sectors like pharmaceuticals, renewable energy, big tech, and manufacturing could see notable impacts. Companies s...

The Fed’s rate decision on Sept 18 is important, with potential cuts of 25 or 50 bps likely having predictable impacts. A 25 bps cut would signal a cautious approach, leading to modest stock gains, slight drops in bond yields, and a weaker dollar. A 50 bps cut, on the other hand, would indicate strong economic support, potentially causing a more significant stock rally, a notable decline in bond yields, and further weakeni...