US markets close out a choppy month with the dollar posting its strongest stretch since June as the Fed signals patience on any next rate hike, while bonds absorb a bruising Septem
US markets close out a choppy month with the dollar posting its strongest stretch since June as the Fed signals patience on any next rate hike, while bonds absorb a bruising September and stocks hold up comparatively well. Defense names gained ground on major Pentagon awards, with Boeing landing the Navy's next-generation fighter contract and Lockheed adding missile defense work. Oil climbed after Trump denied willingness to ease sanctions on Iran, and the White House secured a self-regulation accord with AI industry executives, keeping that narrative in play.
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Ezbrisk weighs each event against the market reaction and publishes a verdict with an overreaction reading. How the methodology works