Is this time for a US stock turnaround?

A hawkish Federal Reserve and expectations of increasing interest rates have kept major stocks pressured over the month of September. The higher rates for longer narrative from the latest Fed meeting has helped push up yields and US interest rate expectations which is naturally more challenging conditions for US companies. 

USD softness into year end!

Another really notable trend around this time of the year is USD weakness. This is due to some taxation reasons that regularly sees USD flows out of parent US companies into daughter companies around year end. So, the USD does…