Erin Browne of PIMCO warns of market impact from Nvidia earnings. Jay Bryson and Adam Posen discuss the consumer state, elections, and Fed's direction. Jennifer Flitton reacts to poll showing Biden closing in swing states, also covering interest rate expectations, inflation trends, economic predictions, and White House policy options.

Seth Carpenter and Mark Cabana discuss the US Treasury's refunding announcement. Dom Konstam previews the Federal Reserve's rate decision. Win Thin expects Japanese yields to rise after the BOJ's decision. Jennifer Flitton discusses the latest in Washington on US aid to Israel.