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Stock rally stalls: Markets 'certainly' aren't done with the Iran war

US stocks (^DJI, ^IXIC, ^GSPC) have stalled from their latest rally on Thursday — a surge driven by the two-week ceasefire announced by the US, Israel, and Iran — after the terms of that same ceasefire may be in jeopardy as Israel continues to bombard Iran-ally Lebanon. State Street Investment Management chief investment strategist Michael Arone discusses the market's new leadership dynamics as geopolitical headlines continue to unfold.