September saw some heavy swings in the markets with Trump continuing to batter the Federal Reserve policy and now facing his own crisis as the Democrats have triggered the very real impeachment case.
Noise from the trade talks frontier was very limited since upcoming talks are scheduled for early October and Trump made it quite clear that he does not need a deal before 2020. However, that statement came before economic manufacturing data sent stocks plunging in early October. One of the main reasons for that disappointing showing is certainly the trade tariffs both the