skinny.

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The 5% question

The U.S. 10-year Treasury yield is closing non 5%, a level many investors see as a potential threat to stocks. Markets are also waiting for a crucial CPI report that could determine whether the Federal Reserve raises rates next week. And Oracle's results ease concerns that AI spending isn't paying off.

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Today's recommended read: Can Africa seize its moment in the race for critical minerals? by Andy Home

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The skinny

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