Higher oil prices, higher yields, no more rate cuts? No problem for US stocks

U.S. stocks have returned to pre-Iran-war levels after more than six weeks, implying markets are pricing in a short-lived conflict. The article warns that if that assumption proves wrong, geopolitical risk could reprice sharply and drive broad market volatility.

Analysis

U.S. stocks have returned to pre-Iran-war levels after more than six weeks, implying markets are pricing in a short-lived conflict. The article warns that if that assumption proves wrong, geopolitical risk could reprice sharply and drive broad market volatility.