U.S. equities looking quite stretched across multiple valuation metrics
https://x.com/KevRGordon/status/1839665178956173465
JUST IN: *CHINA URGES LOCAL COMPANIES TO STAY AWAY FROM NVIDIA’S AI CHIPS
https://x.com/Investingcom/status/1839749157386437107
...USD declined -1.8% against JPY and Nikkei futures down big as Japan appoints hawkish new leader
Nikkei Futures down 5.82%, carry on.
https://x.com/davevermilion/status/1839748297168195650
October will be tricky, beginning with Oct 4 US payroll data; suffice to say the US market has had two big back to back doses of boosters- first the Fed's 50 bps cut followed closely by China's 'bazooka' stimulus - watch for the coming hangover over the coming weeks.
