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Can the Rally Regain Momentum? 8/6/25

Halftime Report

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Consumer Spending in an Inflationary Environment

This chapter examines how consumer spending is adapting amidst inflation and rising prices, highlighting a shift rather than an overall decline. It emphasizes the resilience of consumers and contrasting performances between enterprise-focused companies and consumer-driven brands. Additionally, it discusses investment strategies in the tech sector, addressing market volatility and the impact of economic indicators on investor sentiment.

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