The S&P 500 rose overnight and hit another record high as Wall Street kicked off the second half of 2021 on a positive note with energy stocks leading the way. Will this continue into the second half of the year? The Morning Run speaks to Tim Mulholland, President of TJM Limited, for his thoughts on this, but also Didi’s IPO, OPEC+ and oil prices, and the impact of global minimum tax on stock prices.