1. Optimist or not?
I lean realistic optimist — I expect volatility, but over time markets tend to grind higher.
2. October outlook?
Most likely a rally continuation with shallow pullbacks—unless macro surprises (Fed, jobs, geopolitics) trigger a sharper correction.
3. September movers?
The big trades were TSLA swings, AAPL dip-buy chatter, NVDA’s momentum, and BABA’s China policy bounce. Even if you didn’t catch them all, just one could’ve been a strong win.
4. Beating the market YTD?
If you were overweight tech/AI or played the rebounds smartly, beating the S&P has been doable. But a broad, index-style portfolio is still tough to outperform consistently.
FOMC Minutes Amid Shutdown! Is Fed Ready to Go Further?
Traders await minutes of the Fed's last policy meeting later in the week, while the federal government shutdown entered its sixth day.
Last month, the central bank reduced its benchmark rate by 25 bps.
Powell said in September that the Fed was facing a "challenging situation", noting that near-term risks to inflation were tilted to the upside and those to employment leaning downside. Powell is scheduled to speak on Thursday.
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Do you expect another 25 bps in October?
How will market move this week?
With multiple stocks surging, is market entering a stage of irrational exuberance?
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