Market 09/26: Soft Landing Expectations Return

If you missed the best recent articles:

• Which Money Source Will Save US Companies?

• Brookfield Corporation: Safe Choice If Market Turns Red

• UK 2025 Bonds: Lessons on Trust

• CoreWeave: Cisco of the AI Era?

• Japanification 2.0: Aging Population Fears in Europe-US

• Why Is Europe Sabotaging Its Own Economy?

Key highlights:

• FED officials' statements

• August PCE inflation as expected

• August consumption and income beat forecasts

• Expectations for October rate cut continue after data

• UMich inflation and consumer survey declines

• Trump imposes taxes on pharmaceuticals, trucks, furniture

• US TikTok valued at $14 billion

• Market: Light rotation, SPX holds above 6600