Hedgie's Market Edge — December 1, 2025

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🦔 Hi everyone, Hedgie here! The S&P 500 posted its biggest weekly advance in five months, up 3.7%, helping stave off what would have been its first monthly loss since April. Markets rallied on rate cut expectations, with traders now pricing an 80% chance of a Fed cut in December. The week wasn't without drama: a cooling system failure at a single data center in Aurora, Illinois took down $25 quadrillion in daily CME trading volume on Friday morning, a reminder of how much critical infrastructure runs through concentrated chokepoints.

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