Wall Street Hits the Brakes Ahead of Iran Deadline – Oil Prices Rise Again, Ceasefire Erodes – UnitedHealth and RTX Raise Forecast – Amazon Invests Billions in Anthropic – DAX Makes Modest Gains – UnitedHealth Group with a Surprising Turnaround

USA & MACRO-ENVIRONMENT After the recent record rally, Wall Street is losing momentum: The S&P 500 is down -0.35%, while the Nasdaq 100 is virtually unchanged at -0.21%. Both indices recently marked fresh highs, and the current consolidation is not surprising given the increasing geopolitical uncertainty. The Dow Jones Industrial is also showing more restraint, having recently approached its February record again. Despite slight declines, the S&P 500 is on track for its best monthly gain since 2022 – a balance supported by a...