Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.

Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.

Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.

Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.

Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.

Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.

China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.