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Geopolitical Tensions Generate Market Pullback - Why the Correction Could Worsen

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Key Takeaways:

  • Fewer rate cuts expected in 2025
  • ETF inflows lose steam; institutional interest cools
  • Market dips ahead of FOMC

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Fragile Optimism as Rates Come Back From Brink

Fragile Optimism as Rates Come Back From Brink

With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.