Hedgie's Market Edge - August 25, 2025

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🦔 Welcome back! Markets had a wild week that ended up looking pretty tame on the surface, but there was a lot of frantic activity happening beneath the waterline. The S&P 500 managed a modest 0.3% gain to 6,467, but that masks some serious sector rotation and a Fed Chair who basically told markets "yeah, we might actually cut rates now."

The headline story everyone's talking about is Jerome Powell's Jackson Hole speech signaling potential rate cuts. But I'm more interested in what the retail earnings are telling us about how consumers are actually handling higher prices, and why certain parts of the market suddenly decided to play catch-up while tech took a breather.

Let me break down what really happened and why it matters for your wallet.