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Long‑term leading indicators have moved to neutral, while short‑term data remains strong. The article suggests this split could signal a shift in economic and market direction.

The Fed is expected to keep rates unchanged at its October 27‑28 meeting. The decision will weigh inflation risks against an economy being reshaped by AI.

Economic uncertainty has risen on multiple fronts, making it harder for the Fed to predict inflation and employment trends. The piece highlights the growing difficulty in forecasting.

South Korea’s KOSPI fell 2.8% on Thursday, with Samsung down 4% and SK Hynix dropping 5.5%. The article notes the sharp decline in the tech‑heavy index.

Structural investment continues to drive equity markets, supported by spending on AI infrastructure, power, healthcare innovation, and industrial capacity. The piece emphasizes the importance of selectivity in opportunities.

Government spending is now rightly being recognized as threat to our nation that it is, but no one seems to have the willpower or ideas needed to significantly diminish it. Read more here.

The article discusses how much runway remains before Fed over‑tightening starts to hurt the economy.

October flash PMI data show the U.S. economy is still growing strongly at the start of Q4. The report also points to a potential uptick in inflation for October.