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Public Markets 3h Briefing

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Geopolitical Tensions

Haven-first strategies bloomberg.com are gaining traction on Wall Street as Middle East conflicts heighten investor anxiety. Safe-haven assets like Treasuries, gold, and the Swiss franc are seeing increased demand.

Political Developments

Trump investing.com warned Iran against retaliatory attacks, vowing a stronger response if they continue, adding to market uncertainty in the region.

Tech Sector

Anthropic investing.com is emerging as a $25 billion engine within Amazon's cloud computing ecosystem, highlighting the growing AI infrastructure market.