Markets are still shrugging off the Iran oil shock⌠for now.
đ Oil traders expect prices to cool over time.
đ Global data is still holding strong.
đŚ Central banks havenât pulled the rate-hike trigger yet.
Main Point:
No sustained oil spike + no recession data + no panic from the Fed = risk assets keep partying.
But if oil stays hot, growth cracks, or rates jump aggressively⌠markets may finally feel the pain.

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