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Recovery Mode: What Now?

Let's call it what it is: the market is in recovery mode. You probably wouldn't guess that from the doomscrolling headlines or the hand-wringing on cable news, but underneath all that noise, momentum is quietly building.

Why? A few key reasons:

1. Trade Deals Are Actually Happening

We're past the saber-rattling and into real negotiations. Whether it's Asia, Europe, or domestic rebalancing, the gears are turning. For markets, that's less uncertainty and more runway.

2. Powell Can Breathe Again

For once, Fed Chair Jerome Powell isn't the main character. The political heat has cooled off…

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