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And even a mild recession is unlikely to disrupt markets too much. Encouragingly, a growing number of market strategists and economist believe a fabled "soft landing" might indeed be possible.

In a nutshell, markets and the economy are working their way through the tail-end consequences of pandemic-era policies.

The "message" being the outlook has brightened.

On tap are U.S. GDP, big tech earnings, and next week's important data releases. In addition, I once again re-link my September 29th update on the year-to-date struggles of high-quality dividend paying stocks.

The conflict and human toll is undeniably sad. But, barring significant expansion to include other groups and states, it is unlikely to have a lasting or material impact on North American markets.

Sometimes its best just to give proven portfolio winners the time needed to re-establish their long-term trends. After a stretch of underperformance, United Healthcare would be one such name. Brookfield Infrastructure Partners would be another.

... although not always. Let's take a look at what an "outside reversal" is, and why it happened today.

I've received several inquiries on this topic, so let's discuss.

If so, peak interest rates may already be here, and cuts may come sooner than in the U.S. As such, a greater allocation to fixed-income is warranted. This adjustment, and others, will be implemented to client client portfolios early next week.