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The Underappreciated Risk That Could Spark A Sharp Market Decline

Source: SeekingAlpha

2025-10-21 17:16:37 ET

After initially falling dramatically in early April following the announcement of President Trump's tariff regime, the markets ( SPY ) have recovered sharply, led in large part by the AI tech boom, supercharged by the likes of Palantir ( PLTR ) and other AI plays like NVIDIA ( NVDA ). In addition to continued bullishness about AI and its potential to boost economic growth, the market's mood has also been bolstered by renewed optimism for the economy since Trump has reached agreements with leading trading partners like the European Union, Japan, and South Korea, while thus far the U.S. and China have averted a full-blown trade war....

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The Underappreciated Risk That Could Spark A Sharp Market Decline
Reaves Utility Income Fund of Beneficial Interest

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