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Markets, Equities, Technology & AI Defoes 5/26/26 Markets, Equities, Technology & AI Defoes 5/26/26

Tech, AI and Concentration Risk in US Benchmarks

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Markets, Equities, FX & Cross‑asset Defoes 5/24/26 Markets, Equities, FX & Cross‑asset Defoes 5/24/26

Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS

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Markets, Macro & Rates, Equities / S&P 500 Defoes 5/22/26 Markets, Macro & Rates, Equities / S&P 500 Defoes 5/22/26

Rate Cuts, Recession Risk and the S&P 500 Playbook

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Markets, Equities, Valuation & Cycles Defoes 5/20/26 Markets, Equities, Valuation & Cycles Defoes 5/20/26

U.S. Stocks at Record Highs: Earnings Expansion or Multiple Risk?

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Markets, Indices & Benchmarks Defoes 5/18/26 Markets, Indices & Benchmarks Defoes 5/18/26

S&P 500 vs FTSE 100: Two "Blue‑Chips", Two Different Worlds

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Markets, US Overview, Indices & Structure Defoes 5/11/26 Markets, US Overview, Indices & Structure Defoes 5/11/26

How the U.S. Stock Market Really Works in 2026

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Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26

S&P Grinds Higher as Tech Reclaims Leadership

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Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26 Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26

S&P 500’s 2026 Outlook: High Valuations, Profits Must Now Deliver

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