Home Market Outlook Today's Market Summary US equities have rallied recently despite ongoing geopolitical uncertainties, particularly the unresolved military conflict in Iran. The drivers behind this move are AI-related spending, a strong earnings season, and a resilient US labor market. I see sustainability in this rally and will explain why in this review. This idea was discussed in more depth with members of my private investing community, CEF/ETF Income Laboratory. Learn More » Thomas Barwick/DigitalVision via Getty Images Main Thesis & Background The purpose of this article is to discuss the macro-backdrop and specifically discuss the factors driving US equities higher over the past few weeks. I think this is timely because the primary cause for worry back in Analyst’s Disclosure: I/we have a beneficial long position in the shares of VOO, DIA, RSP, QQQM, XLE, IXC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.…