MACRO
Financial conditions keep improving. GDP for Q3 is expected at 3% and at 2.6% for Q4 2024.
Liquidity is improving (M2) so I don’t see crashes in the near term because of economic conditions.
Elections are the main variable on the table.
INDEXES
The Nasdaq closed at all-time highs with the weekly MACD crossing the signal line, indicating positive momentum.
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