Markets are pricing in conflict resolution in the Strait of Hormuz, which is expected to ease inflation concerns and support a pause in Fed rate hikes. Strong Q2 earnings have helped tech valuations normalize versus the broader market, lowering perceived risk and improving sector attractiveness.
Markets are pricing in conflict resolution in the Strait of Hormuz, which is expected to ease inflation concerns and support a pause in Fed rate hikes. Strong Q2 earnings have helped tech valuations normalize versus the broader market, lowering perceived risk and improving sector attractiveness.
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Request DemoOverall Sentiment
mildly positive
Sentiment Score
0.25
