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BofA says it is negative on European Equities and underweight on cyclicals vs. defensives; notes AI capex boom means market has reached unusually optimistic levels

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BofA warns that extreme investor bullishness and massive AI capex debt have left markets unusually optimistic, recommending contrarian rotations into defensive assets and long-duration hedges.

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Geopolitics

Pakistan has reported "significant progress" in high-level diplomatic talks held in Tehran, aimed at de-escalating the ongoing US-Iran war, Iran's Press TV reports

Geopolitics

A senior Iranian official told Al Jazeera journalist that the talks with [Iran and] Pakistani Field Marshal Munir were constructive, with useful ideas exchanged, "though no messages were passed in either direction"