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Hopes for near-term de-escalation of the conflict in Iran spurred a recent stock rally, providing relief to the growth-heavy Nasdaq-100 (NDX). The move reduced near-term pressure on growth stocks and improved risk-on positioning for equity portfolios.

Analysis

Hopes for near-term de-escalation of the conflict in Iran spurred a recent stock rally, providing relief to the growth-heavy Nasdaq-100 (NDX). The move reduced near-term pressure on growth stocks and improved risk-on positioning for equity portfolios.

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