Charu Chanana

"Investors are 'repositioning' over fears the investments into artificial intelligence may be overvalued."

"Geopolitics is being treated as a headline risk, not a macro shock for now."

"If CPI today is hot, it will be much harder for the Fed to sound relaxed next week."

"This looks less like 'tariffs are over' and more like 'effective tariffs may be lower than feared, but policy uncertainty and fiscal noise remain high.'"

"Trump's latest deadline itself is bearish not because investors think war is guaranteed tomorrow if Iran does not open the Strait, but because every new ultimatum makes the disruption look longer, stickier, and more macro-negative."

"Trump's latest deadline itself is bearish not because investors think war is guaranteed tomorrow if Iran does not open the Strait, but because every new ultimatum makes the disruption look longer, stickier, and more macro-negative."

"Trump's latest deadline itself is bearish not because investors think war is guaranteed tomorrow if Iran does not open the strait, but because every new ultimatum makes the disruption look longer, stickier and more macro-negative."

"Trump's latest deadline itself is bearish not because investors think war is guaranteed tomorrow if Iran does not open the Strait, but because every new ultimatum makes the disruption look longer, stickier, and more macro-negative."

"Trump’s latest deadline itself is bearish not because investors think war is guaranteed tomorrow if Iran does not open the Strait, but because every new ultimatum makes the disruption look longer, stickier, and more macro-negative."

""Trump's latest deadline itself is bearish not because investors think war is guaranteed tomorrow if Iran does not open the Strait, but because every new ultimatum makes the disruption look longer, stickier, and more macro-negative.""

"Trump's latest deadline itself is bearish not because investors think war is guaranteed tomorrow if ‌Iran does not ‌open the strait, but because every new ultimatum makes the disruption look longer, ‌stickier ⁠and more macro-negative."

"Every new ultimatum makes the disruption look longer, stickier and more macro-negative."

"Trump's latest deadline itself is bearish not because investors think war is guaranteed tomorrow if Iran does not open the strait, but because every new ultimatum makes the disruption look longer, stickier and more macro-negative."

"This is a positive de-escalation signal for markets, especially with Hormuz reopening."

"This is a positive de-escalation signal for markets, especially with Hormuz reopening."

""Markets are trading hope, not resolution.""

""Markets are trading hope, not resolution. The failed weekend talks did not produce a deal, but they also did not close the door on diplomacy, and that is enough for equities to keep pushing higher for now.""

"Markets are trading hope, not resolution."

"The weekend escalation revives the geopolitical risk premium just as markets had started pricing a peace dividend."

"The weekend escalation revives the geopolitical risk premium just as markets had started pricing a peace dividend."

""The weekend escalation revives the geopolitical risk premium just as markets had started pricing a peace dividend.""