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Posted by
Two Blokes Fri at 2:30 PM -
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#TwoBlokesTrading
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Geopolitical tensions from the Israel-Iran conflict have shattered market calm, increasing volatility and pushing oil prices higher, which could impact inflation expectations. Despite resilient fundamentals and AI-driven optimism, S&P 500 valuations appear stretched, with earnings outlooks not keeping pace with recent multiple expansions.
