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The Future of the Rally 7/18/25

Halftime Report

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Market Dynamics and Regulatory Impacts

This chapter explores the interplay between mortgage rates and stock recovery, focusing on companies like Home Depot and American Express amid shifting consumer spending patterns. It also addresses the fallout from Sarepta Therapeutics' gene therapy under FDA scrutiny, affecting investor confidence. Lastly, the chapter delves into upcoming trade negotiations with the EU and potential tariff changes that could impact economic relations.

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