(https://www.cnbc.com/2026/05/27/bank-of-america-says-prepare-for-a-summer-correction-after-rally-to-record-highs.html) — but the consensus is pricing in a *normal* volatility event, not what actually happens when geopolitical risk reprices. Every correction since 2022 that was preceded by Middle East tension saw institutional rotation INTO defense, not out of it.

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