Analysisbitcoinmacro marketsequitiesgeopolitics
Markets Look Past Iran War, Bitcoin Rallies
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Global markets have faced headwinds from AI capex concerns, private-credit risks, and the US–Iran war, but analysts and investors are showing renewed confidence. Since the US–Iran conflict began, Bitcoin has rebounded about 11%, outpacing most asset classes, and analysts have nudged full-year EPS growth estimates to roughly 16% versus prior 14–15%. The developments suggest markets are reverting toward business-as-usual risk pricing.
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