US markets continue to ride the trade thaw, with the tariff consensus with Beijing and a new AI dialogue channel still anchoring sentiment. Energy remains the swing factor, as Iran
US markets continue to ride the trade thaw, with the tariff consensus with Beijing and a new AI dialogue channel still anchoring sentiment. Energy remains the swing factor, as Iran's proposal to reopen the Strait of Hormuz awaits a US response, keeping oil tied to diplomacy. Meanwhile, mortgage rates climbing back to 7% are deepening the housing lock-in effect, a reminder that resilient growth keeps borrowing costs sticky.
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