Garrett strikes a balanced tone - acknowledging high earnings bar for equities and pockets of market anxiety, particularly around AI-related financing, while noting clean positioning that could allow for upside if earnings deliver...

The US-Iran war is escalating again, with all that means for crude prices and nervous markets. And halfway across the world, the long AI trade is unwinding, dragging down the…

Garrett strikes a balanced tone - acknowledging high earnings bar for equities and pockets of market anxiety, particularly around AI-related financing, while noting clean…