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Fed Holds Rates Steady

Fed Signals Growing Risks of Inflation and Unemployment The Federal Reserve kept interest rates unchanged but warned of heightened risks of rising inflation and unemployment, casting uncertainty over the economic outlook. The U.S. central bank is navigating challenges from Trump administration tariff policies, seeking a clear path forward. India-Pakistan Tensions: Markets Unfazed, US Equities Poised

India and Pakistan Update

The U.S. dollar’s dominance in Asia wasn’t accidental—it grew out of practical necessity and strategic influence. Key reasons include: Asian economies—especially export-driven ones like South Korea, Singapore, and Malaysia—have often managed their currencies to loosely track the dollar. Some, like Hong Kong, use formal pegs. Others, like Singapore, manage a currency basket but still pay

SP500 Update

The S&P 500 recently completed a nine-day consecutive rally, a rare three-sigma event with a 1-in-370 likelihood. This bull run has energized stock market optimists. However, cautious investors should note that approximately 80% of such rallies have occurred near recessionary periods. This chart can give you a nice perspective with the volatile monthly candle. YTD
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