With midterm elections approaching, the balance of power in Congress could trigger significant shifts in US foreign policy — from trade deals to military commitments — with real consequences for investors in international markets. We walk through the four key foreign policy pivots to watch and how each could move your portfolio.

Today's Stocks & Topics: Cisco Systems, Inc. (CSCO), Market Wrap, The Fed Meeting, Sezzle Inc. (SEZL), Midterm Elections and Your Money: Four Ways US Foreign Policy Could Shift, Analog Devices, Inc. (ADI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Sprouts Farmers Market, Inc. (SFM).

US consumer sentiment is hovering near record lows ahead of the midterm elections, a troubling signal given that consumer spending drives roughly 70% of the American economy. We break down what falling confidence means for corporate earnings, retail stocks, and the broader economic outlook heading into year-end.

Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, How Companies Build Economic Modes, Bond Maturity, US Consumer Sentiment Near Record Lows: What Tells Us About the Economy Ahead, Targa Resources Corp. (TRGP), Pacer US Small Cap Cash Cows ETF (CALF), Annuities, Intel Corporation (INTC), Earnings.

The Bank of Japan is expected to hold rates steady while leaving the door wide open for a December hike — a delicate balancing act with massive implications for the yen carry trade and global capital flows. We examine how shifts in Japanese monetary policy ripple through US bonds, emerging markets, and your portfolio.

Today's Stocks & Topics: CGI Inc. (GIB), Market Wrap, Vital Farms, Inc. (VITL), Scott Bessent on Economic Engine, Clean Harbors, Inc. (CLH), Is the Yen Carry Trade Unwind Risk Being Ignored by Markets?, Coeur Mining, Inc. (CDE), Herc Holdings Inc. (HRI), NIKE, Inc. (NKE), Valero Energy Corporation (VLO), Treasury Inflation-Protected Securities (TIPS) Ladder, Microsoft Earnings After-Hours.