Ray Dalio has been concerned about the state of the economy all year. Now, he says easier Fed policy willspark one more rally ...

Now, as in 1992 when Bill Clinton was trying to unseat George H.W. Bush, what ails the electorate can be boiled down to a soundbite: It is, in fact, the economy, stupid.

Despite AI-driven optimism and anticipated Fed rate cuts, I see mounting risks for the US economy in the next 6-12 months.