Mark K Starr, AAMS

Today, we pause to remember.

September 11th is a day etched into our hearts, one of unimaginable loss, unbreakable courage, and unwavering unity. We honor the lives lost, the heroes who ran toward danger, and the families who carry on with strength and grace.

May we never forget what was taken, and may we always remember what rose in its place. Resilience, compassion, and the enduring spirit of a nation that stands together.

“The market has done just fine without Fed rate cuts so the cuts are just icing on the cake,” said our Chief Market Strategist, Talley Leger on Yahoo Finance as he highlights why he remains bullish heading into year-end.

Beyond the potential for a Fed pivot, Talley pointed to several under-appreciated tailwinds such as investor sentiment remaining broadly pessimistic, which he sees as a contrarian positive; earnings growth is strong and gaining clarity around trade and tariffs is helping reduce uncertainty.

Talley also mentioned the technology sector and the ongoing AI investment cycle, not just in terms of spending, but also its longer-term deflationary impact on the economy.

For more, watch the full interview segment: https://finance.yahoo.com/video/powell-stuck-landing-jackson-hole-213000002.html

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