Rosen: Wall Street's Underestimating the Bull Narrative

Phil Rosen makes a bullish case for markets this year, arguing that the U.S./Iran conflict has not materially changed the investment outlook. He believes the story for investors remains largely intact, supporting continued risk-on positioning despite geopolitical noise.

Analysis

Phil Rosen makes a bullish case for markets this year, arguing that the U.S./Iran conflict has not materially changed the investment outlook. He believes the story for investors remains largely intact, supporting continued risk-on positioning despite geopolitical noise.