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Equities: Rally on dovish Fed tone – Deutsche Bank

Deutsche Bank reports that US equities, led by the S&P 500, rallied as dovish remarks from Fed Governor Waller offset stronger US data. The S&P 500 logged its best day in nearly a month and moved close to record highs, supported by gains in the Magnificent 7 and easing energy prices.

CFO Caution Creates an Opening for Bolder Competitors

Corporate America may have a capital allocation problem hiding inside its risk management discipline. The PYMNTS Intelligence report “The Cost of Caution: Why CFOs Put Growth Plans on Hold,” the latest installment of the 2026 Certainty Project, found in September that middle-market chief financial officers set a higher bar for investing…

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