Good Afternoon from Dubai, The market displayed a remarkable resilience this week, absorbing a significant confluence of macro and geopolitical volatility. Despite persistent de-risking in the AI trade, escalating tensions in the Middle East, and a market-shaping Supreme Court ruling on US tariffs, the S&P 500 closed the week up 0.7%—its strongest performance since early January—with the Nasdaq 100 also climbing 1.6%. The bond market, however, struggled with increased uncerta