#FOMC is on Oct. 28. It will be the single most important event for the equities market. We need an update on the money printer. AI data centers are struggling to secure cheap capital from lenders, as Elon Musk has pointed out. There are 90.6% odds of another pause. When will we see those rate cuts? Inflation pressures are being amplified by geopolitical tensions and higher energy prices. Wars cost money. Debt costs money. The U.S. has a $40 trillion national debt with annual interest payments of $1.05 trillion. If companies don't get access to cheaper capital, growth will decline. Once momentum is lost, it will be hard to get it back. Don't be too late, Kevin Warsh!