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The Cost of Chaos: South Korea’s Martial Law and Market Reactions

As South Korea grapples with unexpected turbulence, here’s why the fallout could affect the global tech supply chain and impact major US companies.
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Why Consumers Are Spending More Than They're Earning This Holiday Season

Black Friday smashed records, but with slowing income growth, where's the money coming from? Uncover the hidden dynamics of holiday spending.
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Jobs Week: Will the Fed’s Balancing Act Hold?

As the Fed watches closely, labor market data could change everything. Stay ahead with the insights shaping this critical week.
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The True Cost of Tariffs: Decoding Scott Bessent’s ‘One-Time Adjustment’

Stocks traded mostly higher yesterday as traders digested Trump’s first and notable trade saber-rattle with an Israel-Lebanon ceasefire providing some cushion. FOMC minutes show that the Fed is still on track to cut rates… slowly toward the unknown neutral rate… eventually. Housing prices continue...
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Tariffs, Tweets, and Market Reactions: A Guide for Investors

Stocks gained yesterday on optimism that Trump’s pick for Treasury Boss will get the job done without too much collateral damage. The yield curve inverted as longer-maturity bond yields tumbled sending mixed signals and leaving traders nervously optimistic.
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Tariffs, Taxes, and Treasuries: Scott Bessent’s Role in Trump’s Economic Playbook

Stocks rallied to close off the week on a positive note carried by upbeat retail earnings. Flash manufacturing PMIs missed targets while inflation-causing services PMI surged as consumer sentiment was revised lower, making for a ball of messy economic signals.
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Rolling Up Sleeves: How Wall Street is Reacting to Trump's Cabinet Picks

Stocks traded higher yesterday as interest rates steadied and investors’ fears melted into optimism. Existing Home Sales picked up in October following September’s mortgage rate dip; by the end of October rates were significantly higher leaving investors wondering if the rise in sales could stall.
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