Stock operators started the week pondering what the Fed’s next move would be, and where the rising debt load stemming from relentless fiscal spending deficit and the AI capex boom would take them. The rise in bond yields combined with hawkish minutes from the last FOMC meeting explained why the S&P 500 tumbled 100 points by Thursday as a result, registering a weekly drop of 1.3%…
A Macro Market View by Hubert Marleau
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