Charles Schwab's Michelle Gibley walks investors through global market movers through Japan and the currency intervention keeping some on edge. She turns to China and economic data suggesting a slowing consumer and struggles to translate tech earnings into stronger profits. Kevin Gordon focuses on the U.S. and its "creep higher" in yields as geopolitical and Fed uncertainty grow. However, the move isn't as "aggressive" as others in the past, something he sees keeping investor sentiment positive.
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