Markets navigated the week amid growing signals that the Federal Reserve is approaching a pause in its easing cycle. While the latest rate cut was delivered as expected, rising internal divergence and renewed scrutiny over technology reshaped investor sentiment.

Corporate earnings confirmed underlying resilience, but artificial intelligence entered a more mature phase of evaluation, with markets demanding clearer evidence of execution, returns, and economic viability. Europe stood out with relative strength, while U.S. equities saw modest pullbacks driven by rotation and selectivity.

Read the full weekly analysis.