US500 Sell Idea

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US500 Sell IdeaUS 500CAPITALCOM:US500moneyconceptfxWith the ongoing Iran conflict, I don’t see U.S. equities turning bullish anytime soon. Higher oil prices are keeping inflation elevated, which limits the Fed’s flexibility. Recent data continues to support a “higher for longer” narrative, with increasing probability that the Fed holds rates unchanged and potentially delivers no cuts this year. This combination (geopolitics + inflation + Fed stance) remains a headwind for risk assets. Let’s see how the market reacts to today’s data and Fed communication