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Good morning—today’s setup is defined by a weaker oil tape, a strong dollar, and concentrated AI demand. USD/JPY near 160.9 and 10Y U.S. yields around 4.49% are steering flows and valuation spreads. Brent and WTI eased after signs of a U.S.–Iran understanding on Hormuz, trimming input-cost risk. Nvidia-linked order visibility keeps AI infrastructure the multi-quarter anchor for capex, supply chains, and select equity leadership.
