For many, the investing meaning lies in balancing growth and stability—US Treasury yields dip to 4.22%, signaling potential inflows into equities, particularly dividend-paying large caps. I've got a list of four great buys in October, and investors should scoop up some shares as soon as possible. There are essentially three ways to lower the deficit: raise revenues (taxes), lower spending ( attempts by DOGE haven’t yet shown the ability to lower expenses enough to make a significant difference in the deficit ) or increase GDP. For now, it doesn’t seem like the deficit will be moving markedly lower, and it will remain a risk for investors. The Congressional Budget Office forecasts budget deficits to continue over its forecast horizon. Understanding the investing meaning now involves adapting strategies to sector rotation. Semiconductor stocks surged 12% in the past month, driven by AI demand, while energy shares faced pressure due to Brent crude hovering below $83/bbl.
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