Watch for potential shifts across risk assets, 10-Year yields, and WTI Crude Oil futures as markets monitor geopolitical developments and their impact on global supply. While stocks hold near all-time highs, the lack of durable de-escalation agreements leaves risk assets vulnerable. Attention also turns to U.S. consumer resilience, core inflation prints, and key technical levels on the Nasdaq-100. Incoming data will dictate whether spending can sustain growth without reigniting inflation pressures.
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