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Equity, Political, and Tech Outlook

Bloomberg Surveillance

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Market Shifts and Tech Trends

This chapter examines the recent Federal Reserve rate changes and their influence on market expectations, particularly focusing on mega cap tech stocks and emerging interest in mid and small cap companies as rates decline. It also discusses the impact of recent product launches, the dynamics of a weakening dollar, and the evolving landscape of artificial intelligence applications, spotlighting potential market leaders for the upcoming months.

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