In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay looks at US GDP, PMI’s and PCE, which point to a two-speed economy, and provide support for slowing inflation and a September rate cut. He also discusses European PMI’s, which came in weaker than expected, dragged down by softness in German manufacturing. In equity news, Jerram covers the A.I. and tech rotation, the Crowdstrike outage, global consumer results, a private equity takeover bid for Arvida Group, and production reports from Pilbara and Bellevue.