Sukdun Financial says market lacks strong confidence in a short-term U.S.-Iran resolution; cautious optimism over talks has lifted sentiment but dollar safe-haven demand persists and news fatigue limits dollar upside absent escalation or direct Strait of Hormuz disruption; equities remain detached from macro, supported by AI-led resilient growth

2026-05-27

Sukdun Financial says market lacks strong confidence in a short-term U.S.-Iran resolution; cautious optimism over talks has lifted sentiment but dollar safe-haven demand persists and news fatigue limits dollar upside absent escalation or direct Strait of Hormuz disruption; equities remain detached from macro, supported by AI-led resilient growth