Markets hover amid lack of progress in Iran and continued high valuations in the AI sector
EU mid-market update: Markets hover amid lack of progress in Iran and continued high valuations in the AI sector; What next? Early Fall could paint a new picture. Notes/observations – Another session lacking a substantial shift in narrative. For geopolitics, two ADNOC ships were attacked in Hormuz a day after Trump claimed “total control”; Bessent has flagged unprecedented economic…











