If you’re wondering why certain US equity strategies are outperforming this year, there’s a decent chance that overweighting technology and real estate sectors has been the secret sauce for success. Similarly, relatively weak results are probably linked to decisions to underweight these slices of the US equity market.

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A payroll tax cut is on Trump’s mind: CNBC
Trump cancels trip to Denmark, which says Greenland isn’t for sale: CNN
Trump tells NRA no plans for background checks on guns: WaPo
No sign of Brexit breakthrough between UK and European Union: BBC
China confirms it’s detained a British consulate worker based in Hong Kong: CNN
Russia says it doesn’t have to share data on nuclear accident: ABC
UK budget deficit soars in preparation for Oct 31 Brexit: Bloomberg
US companies repurchase shares at slowest pace in 18 months: WSJ
US commercial & industrial loans: 1yr growth slowed to 9-mo low in July: