🇺🇸 United States market recap

summary : US equities are balancing steady-rate expectations against a sharp geopolitical oil shock, leaving leadership tilted toward energy and defensive cash-flow names 🛢️📉🛡️. Recent market action shows stocks can still grind higher, but the Strait of Hormuz standoff has injected a fast-moving inflation and margin-risk overhang. The near-term playbook favors sectors with pricing power and bal