Citi on US-Iran / Middle East Conflict We expect any impact from the Middle East tension on risky assets to be relatively short lived. We remain overweight equities, including the US, as we see a continued return of the AI trade." #stocks S&P500 https://x.com/CarlCapolingua/status/1936963136449634410 ...yes, short-lived is what the market expects. We can only hope it will be. ...-0.32% down on the S&P500 futures shows no absolute respect to the dangerous situation at hand in the Middle East. Complacency runs supreme!