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Jul 21 — US-Iran risk, Canada tariffs, and Apple tops Nvidia
• Three US troops were killed in a Middle East attack and Trump threatened Iran with consequences — a direct US-Iran confrontation would push crude higher and restore a geopolitical risk premium across global markets. • The White House imposed 50% tariffs on a range of Canadian goods — hitting America's largest trading partner at that level strains USMCA supply chains, pressures the Canadian dollar, and adds to inflation uncertainty. • Apple crossed roughly $4.9T to reclaim the top spot from Nvidia — the rotation is being read as a sign that AI investment appetite is shifting from…
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