eToro analyst Lale Akoner says the U.S.-Iran war is pushing oil higher, raising inf risk and could keep interest rates elevated for longer, a negative backdrop for bonds and rate-sensitive sectors including property, utilities and expensive growth stocks. "Unless oil supply faces a more severe shock, the market's main focus will remain on oil prices, inf expectations and rate-sensitive asset classes."

BofA's latest Fund Manager Survey shows global investors who have been aggressively buying equities should consider cutting exposure. Strategists led by Michael Hartnett say asset allocators are extremely bullish: cash holdings fell to 3.6% of assets from 4.1% last month, and US equity allocations are the highest since Dec 2024 with a net overweight of 24%. BofA's bull‑bear indicator reads 9.4 on a 1–10 scale, prompting a recommendation to trim equities and high‑beta positions; the bank warns crowded positioning will limit further summer upside in risk assets.

花旗：将星巴克(SBUX.O)目标价从101美元上调至108美元。