Video: Macro Minute: The de-escalation of the US-Iran war strengthens the case the "bottom is in"

Video: We discuss how the end of March 2026 saw a change in market behavior as stocks rose while oil rose. Meaning stocks rose even on bad news. And yesterday, the proposed ceasefire is a positive indication of change in the war. A de-escalation is 'less bad,' and equity markets view less bad as good news. Hence, we believe the bottom is in.

Please click here to view our Macro Minute (duration: 4:24).

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