Citi's Stuart Kaiser says earnings growth expectations are helping to offset increasing investor concerns about the war in Iran, implying earnings momentum is providing support to U.S. equities despite escalating geopolitical risk. His comments on Bloomberg's Open Interest suggest investor positioning is being driven more by corporate earnings outlook than by the recent Iran tensions.
Citi's Stuart Kaiser says earnings growth expectations are helping to offset increasing investor concerns about the war in Iran, implying earnings momentum is providing support to U.S. equities despite escalating geopolitical risk. His comments on Bloomberg's Open Interest suggest investor positioning is being driven more by corporate earnings outlook than by the recent Iran tensions.
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