PremiumBy Jan-Patrick Barnert, Bloomberg Markets Live reporter and strategistPricing out a Middle East war looks like the easy part for equities, which must still confront i) a potentially hawkish new Fed chair, ii) Washington’s disruptive intervention in the AI trade, and iii) the biggest wave of stock supply in market history.
Three Things That Can Spoil The Market Party After Iran Deal
...if conviction remains missing, that record wall of supply will meet a market that solved the easy problem and is working on the rest...
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