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… October 2025 Market Commentary Looking Beyond the Headlines: Understanding the … time from prior shutdowns. Why This Time May Be Different  Top of mind is quantifying the number of federal employees … – is being scrutinized by the Federal Reserve and a pivotal component of the Fed’ s dual mandate. Further complications …
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… suddenly, ignited by Federal Reserve Chair Jerome Powell’s comments at The Jackson Hole conference on August 26 that the Fed’s interest rate moves will “bring some pain … market appear more reasonable or even overvalued? The upcoming earnings announcements, especially the guidance …
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