IN THIS ISSUE

• Macro Strategy – Moderate Growth, Anchored Inflation, Resilient Risk Appetite: Markets have viewed the Iran war as a temporary oil shock, helping keep bond yields and volatility contained and supporting risk assets despite higher oil prices.
  
  
• Market View - International Equity Markets: Strengths, Weaknesses, Opportunities and Challenges: Technology and Artificial Intelligence remain key drivers of international markets, though persistent Middle East energy risks could pressure European and Asian Equities.
  
  
• Thought of the Week- Behind the Surge in Business Formation: The “Solopreneur": Artificial Intelligence is fueling a surge in U.S. entrepreneurship, particularly among solo founders, supporting innovation, productivity, and long-term economic growth.