A two-week ceasefire agreed between the United States and Iran reduces near-term geopolitical risk. Evercore ISI's Julian Emanuel says the bull market that began in October 2022 still has further to run, implying continued upside for equities as risk sentiment improves. The comment is constructive but short-term given the temporary nature of the ceasefire, so impacts are likely to be limited to positioning and near-term flows.
A two-week ceasefire agreed between the United States and Iran reduces near-term geopolitical risk. Evercore ISI's Julian Emanuel says the bull market that began in October 2022 still has further to run, implying continued upside for equities as risk sentiment improves. The comment is constructive but short-term given the temporary nature of the ceasefire, so impacts are likely to be limited to positioning and near-term flows.
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mildly positive
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0.30
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