The ceasefire removed a near-term geopolitical overhang and gave equities a catalyst to 'move past the war' after a week of positioning around that outcome. The next major test is this week's wave of bank earnings, which will set the tone for financials and broader market sentiment. Overall, the piece is more of a market narrative update than a data-driven event.
The ceasefire removed a near-term geopolitical overhang and gave equities a catalyst to 'move past the war' after a week of positioning around that outcome. The next major test is this week's wave of bank earnings, which will set the tone for financials and broader market sentiment. Overall, the piece is more of a market narrative update than a data-driven event.
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