Markets rebounded as if nothing happened – Nvidia (NVDA) earnings came to save the trend as the narrative was switching to a general AI-Bubble scare. The earnings brought back confidence into the Market, and this feeling got exacerbated by a brand new dovish repricing after last Friday's speech by NY Fed President John Williams, who signaled his "support for a rate cut in the near-term". This sentiment was further confirmed by not-so-hot (late) September US PPI and Retail Sales and honestly weak Weekly Private Jobs data from ADP. Cryptos bounced back timidly, with Bitcoin regaining the $92,000 level but rejecting ... (full story)