US markets are buoyed by optimism surrounding Trump's potential policies, with the MSCI USA equity index up 4.6% this month and 25% year-to-date. Despite geopolitical tensions, investors remain confident, believing that nuclear threats from Russia are bluster and that Trump's return could stabilize the Ukraine conflict. The promise of AI advancements and a resilient market, exemplified by Bitcoin's rise, further fuels this bullish sentiment.
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