We stay overweight U.S. stocks ahead of the election yet are cautious on bonds given the fiscal outlook. We focus on long-term positives in India and Mexico. U.S. stocks notched fresh highs last week and are up nearly 13% this year. The Bank of Canada and European Central Bank cut interest rates as most expected. All eyes are on the Federal Reserve meeting this week. We see the Fed on hold in coming months even as other central banks start to trim policy rates.
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