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How Fed Policy and Trade Talks Shape Market Expectations

How Fed Policy and Trade Talks Shape Market Expectations

Update: 2025-10-31

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Jeremy Siegel, Emeritus Professor of Finance at the Wharton School and Senior Economist at WisdomTree, analyzes the Federal Reserve’s latest rate decisions, the evolving U.S. labor market amid AI-driven changes, and the global economic implications of renewed U.S.-China trade negotiations.

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How Fed Policy and Trade Talks Shape Market Expectations

How Fed Policy and Trade Talks Shape Market Expectations