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No Fed
cuts in 2025 would certainly
surprise a fair number of market
participants
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00:01 - 10/06/25
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After
a 24% rally from the April lows, the S&P 500 is now up 5%
since the "Liberation Day" tariff announcement
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Companies ranked by percentage of US-based sales (most to
least)
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Are we starting to see some cracks in the labor
market? Tomorrow's NFP data will be interesting after ADP
and jobless claims are showing some weakness. |
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“For
the first time in almost a generation, governments are
starting to face resistance from the market when they try to
sell long-term debt.” From the Financial Times’ “Big Read”
on “The mounting pressure on bond markets.”
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