FedWatch
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Market Wrap-Up — November 13, 2025: Red Tape, Strong Dollar, and a Fed That Markets Still Expect to Blink
U.S. markets had their worst day in a month as the Dow fell nearly 800 points, AI stocks sold off, and Fed cut odds briefly slipped to a coin toss. By evening, futures had already drifted back toward a December cut and the dollar stayed firm. A Pattern Nexus breakdown of sentiment whiplash, yields, commodities, and the liquidity architecture beneath the day’s volatility.
Published Nov 13, 2025
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Fed Cuts, Then Holds: Market-Implied Path to 3.00–3.25% by Mid-2026
The curve and FedWatch odds point to a December cut, a brief January pause, and more easing into spring—likely landing the target range near 3.00–3.25% by mid-2026. I outline accelerants, risks, and why 2027 could see inflation re-heat as AI/robotics scale.
Published Nov 7, 2025