Month: November 2025

Fed Reasserts Rate Control as Equities Drift Lower

The S&P 500 declined approximately 0.8% this week, reflecting a modest pullback after recent strength as investors recalibrated expectations for the path of interest rates. Midweek data pointed to a still-resilient economy—particularly in services activity and labor market readings—reinforcing the

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Markets Climb the Wall of Worry as Oil Risk Emerges

U.S. equities finished the week higher, supported by resilient macro data and stable rate expectations, but gains came against a rapidly escalating geopolitical backdrop centered on the Strait of Hormuz—a critical artery for global energy supply. Iran reasserted control over

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