Alpha Binwani Capital: “Conventional wisdom holds that tightening cycles hurt equities, yet markets have absorbed “higher for longer” rates thanks to resilient growth and AI-driven capital spending that outweighs higher borrowing costs; the Trump–Xi meeting is unlikely to yield tariff or AI breakthroughs, but a sharp escalation with Iran that disrupts a key energy conduit could still spark an energy shock and trigger a market correction”
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