Key Takeaways Global equity markets, led by Nasdaq 100, S&P 500, Nikkei 225, and KOSPI, climbed to fresh record highs as AI-driven optimism continued to overpower geopolitical concerns surrounding the fragile US-Iran ceasefire. Rising oil prices, stronger inflation expectations, and hawkish Federal Reserve rhetoric reinforced the “higher-for-longer” interest rate narrative, pushing US Treasury yields higher […]
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