Sales Trading Good Morning Mail

The report highlights an interim peace agreement between the US and Iran and provides a recap of global equity performance, noting resilience despite recent volatility.

Key Takeaways

• 1.US and Iran reached an interim agreement to reopen the Strait of Hormuz, easing geopolitical tensions in the Middle East.
• 2.S&P 500 continues to trade at a 21x P/E multiple, with future growth expected to be driven by earnings rather than multiple expansion.
• 3.European markets showed resilience with strong weekly gains, supported by de-escalation signals in the Middle East and ECB rate commentary.

Table of Contents

• U.S. Recap
• Europe
• Asia
• Chart(s) of the Day
• Closed Markets
• Key Macro Events Today
• Sector and Factor Rotations
• Markets in a Nutshell

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