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Market Impact: 0.45
Weekly Commentary: Walked The Walk
Source: seekingalpha.com
Market Technicals & FlowsInterest Rates & YieldsMonetary PolicyTechnology & Innovation
The Nasdaq 100 rose 1.7% on Thursday, led by a 3.1% surge in semiconductor stocks. Despite the equity rally, rates markets added roughly 22bps of expected policy tightening this week, pricing a 4.74% policy rate at year-end 2027.
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