EZB8RISK / Market Briefing

US equities stayed near record levels as investors digested the softer September jobs report, which reinforced expectations that the Fed has room to ease. Political attention shift

US equities stayed near record levels as investors digested the softer September jobs report, which reinforced expectations that the Fed has room to ease. Political attention shifted toward the midterms, with polling in Virginia drawing focus, while Washington's pressure campaign on Iran continued to generate headlines from Treasury officials. The tension between AI-driven optimism and lingering bond market caution around US debt remains the defining undercurrent of the rally.

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