I don't think the rally in U.S. stocks was fueled by any specific news after Friday's close, but rather by some modest buying on the downside, which was driven in large part by oversold conditions and expectations of monetary support.

Shares of renewable energy producers rose, helped by Harris' support for green energy during the debate. Meanwhile, Trump's support for cryptocurrencies led to a drop in bitcoin and a slide in shares of related blockchain companies.

The U.S. wholesale price index rose 0.2 per cent in August from a year earlier, in line with expectations. This is the last inflation data before the Federal Reserve holds its monetary policy meeting. The market now widely expects the Fed to cut interest rates next week.

The U.S. consumer and economy continue to perform well, and corporate earnings continue to come in above expectations. The rally in U.S. stocks seems entirely justified, as these problems do not appear to be continuing to expand.

If labour data deteriorate further, the market is likely to be ‘risk averse’, regardless of whether the Fed's first rate cut is 25 bps or 50 bps. However, if employment data improves, consecutive 25 basis point rate cuts through mid-2025 could further support equity valuations.

Market focus shifts to Fed policy. The Fed holds a two-day monetary policy meeting starting Tuesday, with the results announced Wednesday. Fed Chairman Jerome Powell will then hold a press conference.

A ‘triple witching day’ could inject more volatility into the market, we just don't know which direction. Regardless of the market's perception of a Fed rate cut, the large number of options expiring on Friday will exacerbate that perception.

Policy is expected to ease by nearly 75 basis points by the end of the year, suggesting at least one more significant rate cut. Investors now await data on the Fed's preferred price indicators and US personal spending later this week to further judge the depth of future rate cuts

Risks now facing investors include slowing economic growth and tensions in the Middle East. In addition, corporate results for the third quarter will begin to be released in mid-October and will test the market rally.

In the coming week, the monthly U.S. retail sales report, known as the ‘horror data’, will lead the economic calendar, and investors will assess whether the economy is re-accelerating after the unexpectedly strong jobs report in September.

Markets have tilted toward betting on Trump's return to the White House, pushing Wall Street stocks to record highs earlier this month on expectations that his tax cuts would offset additional inflationary pressures from tax hikes.

Four factors are currently driving U.S. equities higher: improving macro data, solid third-quarter earnings performance, rising expectations of a Republican sweep of the election, and reduced risk of an escalating situation in the Middle East.

While the prospects for a soft landing in the US economy are good, the US election on 5 November could trigger market shocks and have an unpredictable impact on investor sentiment; the macroeconomic outlook for the rest of the world also ‘remains cloudy’

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In these moments, it's best to stay put. U.S. stocks remain the investment of choice. Growth stocks continue to outperform and earnings forecasts are good, so there is reason for optimism.

Major stock indexes are set to record their first weekly gains since 2025. Bond yields fell, semiconductor stocks rose broadly, and most Chinese stocks rose. Trump's inauguration next Monday could herald a more volatile period for markets.

As the market reacts to the upcoming important Trump news, the proposed tariffs, if implemented, will have a negative impact on the target region. There is room for U.S. stocks to continue to rise as the growth momentum continues.

Tech stocks have been a major focus for investors this week, given the rise of Chinese artificial intelligence startup DeepSeek and earnings reports from some of the biggest tech companies in recent days that triggered a sharp drop in U.S. stocks on Monday.

High tariffs and heightened uncertainty about Trump's economic policies could prompt companies to increasingly take a wait-and-see approach and scale back hiring - which could lead to a more severe slowdown in employment, falling incomes, high inflation and low consumer spending.

Recently, United States stocks have continued to sink. We just need to wait for some kind of policy response from the Federal Reserve or the US Federal Government. I think that's going to come a little bit slowly. So I don't think it's time to buy low yet.