After last week’s tech-driven surge, U.S. markets shifted gears as investors reassessed valuations, rotated into defensive sectors, and digested a wave of mixed economic data. While the S&P 500 and Nasdaq hovered near all-time highs, the rally lost momentum in the face of renewed Federal Reserve uncertainty, cautious corporate guidance, and signs of consumer fatigue. Here’s a detailed look at how Wall Street navigated the latest crosscurrents.
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