| ⏰ Good Morning! Here's your historical nugget for September 29: | On this day in 1954, CERN (the European Organization for Nuclear Research) was officially established in Geneva, Switzerland. It became home to groundbreaking discoveries in particle physics, including the Higgs boson decades later—reshaping our understanding of the universe. | 🔬 — Proof that curiosity leads to discovery. | Table of Contents | | | | | | The AM Shift | Michigan Church Shooting Leaves 4 Dead, 8 Wounded | | A gunman opened fire inside a Mormon church in a small Michigan town Sunday evening, killing at least four people and injuring eight others before setting the building on fire. Authorities said the suspect was later killed by law enforcement, but the motive behind the attack remains unclear. Several of the wounded remain in critical condition. | Local and state officials condemned the violence, calling it a devastating assault on a place of worship. The Church of Jesus Christ of Latter-day Saints expressed sorrow and support for the victims' families, while investigators continue to gather evidence and piece together how the shooting and fire unfolded. | |
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| Which way do you usually keep up with breaking news?When a big story breaks, we all have our go-to source. Do you scroll through social media, check news apps and websites, flip on the TV, or hear it first from others? | | | | | | 📈 U.S. Stock Market Snapshot | 📊 Market Landscape & Momentum | Markets have pushed higher in recent weeks, partly driven by optimism around anticipated interest rate cuts by the Federal Reserve and continued strength in technology and AI-related names. Goldman Sachs recently upgraded its global equities outlook to "overweight," citing improving economic momentum, favorable valuations, and expected policy support. Still, some signs of resistance are emerging: the market has pulled back modestly over the past few days after a strong run, and valuation metrics like the Shiller P/E ratio are now approaching levels seen during the dot-com era.
| 🚩 Risks, Themes & What to Watch | Valuation risks: With many stocks already trading at full multiples, further upside may depend heavily on execution, earnings, and whether rate cuts actually materialize. Policy dependence: The trajectory of Fed moves is central. Markets are pricing in multiple cuts, but the Fed may move cautiously to avoid igniting inflation. Sector dispersion: Leaders in AI, semiconductors, and growth tech are pulling much of the upside. More cyclical names may gain strength if rate cuts take hold. Macro backdrop: The U.S. economy is projected to grow below trend heading into Q4, with policy shifts, geopolitical strains, and tighter credit conditions all in play. Tail risk: Some market watchers warn that we could see strong gains before a sharp reversal—especially if the underlying fundamentals don't support valuations.
| 🔍 Bottom Line | The market is operating in a delicate balance: momentum is pushing stocks higher, but much of the upside is expectations-driven. For now, bulls have the edge—but the path forward will be sensitive to policy signals, earnings surprises, or macro shocks. Open your radar to signs of exhaustion, underperformance in speculative names, or surprise moves from the Fed. | The information provided in this summary is sourced from CNBC and is for informational purposes only. It is not intended as financial advice or a recommendation to buy or sell any securities. Please conduct your own research or consult with a financial advisor before making any investment decisions. |
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| | | | | The Political Shift | Oregon Sues Trump Administration Over National Guard Deployment in Portland | | Oregon and the city of Portland have sued the Trump administration over its decision to place 200 Oregon National Guard troops under federal control. State leaders argue the move is unconstitutional, saying there is no insurrection or emergency that justifies federalizing the guard. | Governor Tina Kotek and Attorney General Dan Rayfield maintain that Oregon law enforcement can manage local protests without federal intervention. The lawsuit claims Trump's order undermines state sovereignty and sets a dangerous precedent for presidential overreach in domestic matters. | |
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| | Did you like this Newsletter?We work to make this an enjoying read for you. Please let us know what we can do better. | | | | | | The AM Challange | 🧩 5-Minute Brain Challenge ⏳
Unscramble the letters. Hint: You'll often find me sparkling in the sky after a storm. | Scrambled: W O B R A I N | Take a moment… then scroll for the answer.
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Answer: Rainbow 🌈 |
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| The AM Shift is here to give you the news you need, the sports you love, the market updates you can't miss, and the fun challenges to start your day off right! | Help Us Share The AM Shift | Enjoyed today's newsletter? Share it with a friend or colleague who'd love to start their day with The AM Shift too! 📲 | |
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