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Trump Breaks the Calm
Episode 840
Published 3 months, 2 weeks ago
Description
Donald Trump arrived at the NATO summit and blew up the market's quiet summer script, declaring the Iran deal dead, reigniting fears around the Strait of Hormuz and dragging oil, inflation and the Fed back into the same sentence. For investors, today is no longer about AI fatigue or chip rotation, but about a rally suddenly forced to price in war risk and alliance drama.
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