The Macro Minute with Darius Dale
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Has the stock market fully priced a positive resolution to the US-Israel-Iran conflict?
Markets are signaling that much of the geopolitical risk tied to the US–Israel–Iran conflict may already be priced in, with short-term crowding indicators turning more cautious. However, the broader macro backdrop remains supportive, as liquidity trends and pro-growth policy dynamics continue to reinforce a risk-on regime.
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