November 3, 2025
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Wealth Management
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Why Markets Held Up as the Fed Turned Back to Rate Hikes
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Wealth Management
10 Market Themes Shaping the Third Quarter
July 28, 2026
An oil shock and Middle East conflict pushed markets lower to start the quarter, but easing tensions, a historic AI-driven rally in semiconductor stocks, and a resilient economy carried the S&P 500 to one of its strongest quarters in years. This update breaks down what drove the rebound and what a shifting Federal Reserve outlook could mean for your portfolio.
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