The Truce Rally: Relief, But the Risks Are Still Lurking
Markets rallied Tuesday as the Iran ceasefire narrative held for another day. Stocks pushed higher, oil dropped sharply, volatility eased, and crypto caught a strong bid. On the surface, it looked like investors were eager to move on from geopolitics and return to the usual playbook: Buy tech. Buy semis. Buy the dip. The S&P […]
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