the global view: three global stocks with interesting potential 18.09.24

Key points:
Key insights on the Federal Reserve's upcoming decisions.
Discussion on US debt positioning and fiscal policy post-election.
Analysis of stocks: MTU, Universal Health, and Aspen Technology.
John Blank from Zacks Investment Research emphasises the importance of the upcoming Federal Reserve meeting, highlighting the trifecta of the rate cut, forward guidance, and comments from Powell. He notes significant hedging and betting around Fed fund futures.
John identifies the US debt position as a critical factor that markets will only start considering after the presidential inauguration in January. He mentions rising volatility as evidenced by the VIX and discusses potential fiscal policy impacts influenced by ongoing political promises.
John discusses three stocks: MTU Aero Engines (OTCMKTS: MTUAY), Universal Health Services (NYSE: UHS), and Aspen Technology Software Group (NASDAQ: AZPN). He describes MTU as a top trading stock driven by military and commercial aircraft engine demand. Universal Health Services highlights the cyclicality in hospital admissions and procedures, while Aspen Technology optimises industrial assets.
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