Tuesday Afternoon Links

[Reuters] S&P 500 hits record high with Fed policy decision imminent

[Reuters] Oil Rises as Optimism Over Fed Cuts Overcomes Demand Concerns

[Yahoo/Bloomberg] Bond Traders Favor Half-Point Cut in Fed’s ‘Coin Flip’ Decision

[Reuters] US home builder confidence edges up as rate cut looms

[Reuters] US manufacturing output rebounds in August

[Reuters] Hezbollah pager explosions kill several people in Lebanon

[Reuters] Italy targets deficit cut to below EU's 3% ceiling in 2026

[Yahoo/Bloomberg] Rising Floodwaters Leave Europe Bracing for More Destruction

[FT] Market speculation about the next Fed rate cut masks deeper issues

[FT] Eight killed and thousands injured as Hizbollah pagers explode in Lebanon