Sentiment will drive global equity markets in H2, with Iran tensions and the AI rally leaving fundamental models struggling to keep up. John Kicklighter, StoneX Senior Strategist and Global Head of Content, explains why investor mood is the dominant variable across global equity indices and which markets to watch most closely. Discover Actionable Insights with the latest Market Outlook Reports: https://intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=YouTube&utm_medium=social&utm_campaign=sxtv_guest_john_kicklighter&utm_content=share Like and subscribe for more financial market insights. #StoneX #JohnKicklighter #Equities #Trading #Iran #StraitOfHormuz #AI #GlobalMacro