TINA Trade Returns as U.S.-Iran Ceasefire Lifts Equities
A U.S.-Iran ceasefire has revived the 'TINA' trade, pulling global capital back into U.S. equities and lifting the S&P 500 above pre-war highs. Strong earnings growth and U.S. insulation from energy shocks are reinforcing the rotation away from 'TIARA' alternatives. Billions in previously outflowed capital are now