The prospect of a third trade truce between the US and China helped underpin the optimism that extended the rally in equities. Bond yields continued to back-up after dropping precipitously in August, led by a more than 30 bp increase in the US yield benchmark. The Dollar Index fell for the second consecutive week, something it had not done this quarter. The Federal Reserve's meeting on September 18 is the most important calendar event in the week ahead. There is no doubt in the collective wisdom of the market that it will deliver another 25 bp rate cut. There may be dissents in both directions, with one-to-three ... (full story)