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Barry Knapp argues the Fed’s interest rate strategy is misguided and hurting small businesses while the market begins to self-correct. He points to steady AI spending among firms like Meta Platforms (META), Amazon (AMZN), Microsoft (MSFT), and Oracle (ORCL) as a key signal that markets are reevaluating the tech trade. Barry expects two-year treasury yields to fall as rate hike expectations fade.

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