Stocks surge on Iran deal hopes: Your next move

• Bryn Talkington believes the market's risk is to the upside, citing strong ETF inflows, individual stock performance, and global demand for oil, alongside strong earnings.
• Jenny Harrington sees the market sustaining current levels without a bear market due to a strong economy, robust earnings, and a resilient consumer, though she expects a slower pace of growth.
• Shannon Saccocia increased her view on US large caps, noting a broadening acceleration of earnings growth across technology, communication services, energy, materials, and small caps, with capital flows returning to the US.

The Investment Committee discusses the current market surge, with panelists generally bullish on continued upside. They highlight strong earnings, a resilient economy, and broadening market participation beyond mega-cap tech, suggesting that while the pace of growth may moderate, the overall market remains robust with opportunities in various sectors.