Miner Company
S&P 500: A Euphoric Market With A Sobering Ceasefire And GDP Reality
The S&P 500's 2.2% post-ceasefire rally is premature, as the ceasefire remains fragile and unresolved risks persist. Oil prices, though off their peak, remain 44% above pre-war levels, and the GDP/inflation impact from the conflict is not yet priced in.
The S&P 500's 2.2% post-ceasefire rally is premature, as the ceasefire remains fragile and unresolved risks persist. Oil prices, though off their peak, remain 44% above pre-war levels, and the GDP/inflation impact from the conflict is not yet priced in.