A cohort of the world’s largest asset managers is leaning harder into the rally in risk assets as US stocks push to fresh highs, defying persistent trade and geopolitical tensions https://t.co/RxtoYLQov6 ...

Investors may underestimate the potential for further gains in stocks and other risk assets but they should hedge against the threat of a weaker dollar, higher bond yields and greater volatility, according to KKR https://t.co/sbYxhvBhCx ...

Let's bring in Max Kentner, HSBC's chief multi-asset strategist to talk about this close. Max, you know, I sit here the S&P 500 at 6142. It's a couple of points from the closing high from February 19th.Uh does it make sense that we're back here. Yeah. Um I think it does.It absolutely does because when we look at the earnings picture, that actually uh does really still look resoundingly good. And when we look particularly at uh forward earnings, when we look at Q2 earnings expectation, it is actually bizarre ...

If you had asked anybody before this evening how Wall Street would react after the US decided to directly attack Iran, I'm guessing the thought would be more severe than this. I think that was the thought coming in. But remember, we had a taste of this when Israel first struck Iran back late June 12.Here in the United States. And I think the playbook that is going to play out tonight and into Monday could potentially be a repeat of that, a big knee jerk reaction where risk assets get sold off, haven assets ...