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The Future of the Rally 7/30/25

Halftime Report

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Navigating the Stock Market's Uncertainties

This chapter explores the performance of the MAG-7 companies in the stock market, highlighting both their recent momentum and concerns over revenue deceleration. A significant pause in trading activities raises questions about potential catalysts for market movement, including the Federal Reserve's interest rate decisions. The discussion also considers the implications of tariffs and inflation on monetary policy, alongside historical dissent within the Fed's governance.

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