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From Geopolitics to the Fed: How Markets Are Repricing Risk Across Stocks, Rates, and Oil
Description
Thierry Wizman says markets are showing fragile optimism as geopolitical tensions and central bank expectations collide. He notes equities are brushing off ceasefire uncertainty while attention turns to possible shifts in Federal Reserve policy, including balance‑sheet adjustments that could reshape the yield curve. Wizman also examines how oil, risk assets, and growth expectations are being repriced amid ongoing global uncertainty.
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