By Jamie McGeever

ORLANDO, Florida (Reuters) -TRADING DAY

Making sense of the forces driving global markets

By Jamie McGeever, Markets Columnist

U.S. and world stocks roared to new highs on Monday, and the dollar and Treasury yields slipped as investors maintained an aggressively “risk on” stance in anticipation of an interest rate cut from the Federal Reserve later this week.

More on that below. In my column today I look at the U.S. housing and labor markets, and how the simultaneous declines in both threaten to feed off each other and create a powerful headwind for the economy.

If you have more time to read, here are a few articles I recommend to help you make sense of what happened in markets today.

Today’s Key Market Moves

Today’s Talking Points:

* US-SINO TRADE

U.S.-China tr

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