Higher gas prices aren't the only way rising tensions with Iran will hit home

Wall Street expects President Trump’s call that the Iran cease-fire is over to be a net headwind for airlines and home builders, with the damage outweighing potential benefits for oil companies. The risk is sector-relative: energy may see a limited support, but travel and housing are viewed as more exposed to renewed geopolitical tensions.

Analysis

Wall Street expects President Trump’s call that the Iran cease-fire is over to be a net headwind for airlines and home builders, with the damage outweighing potential benefits for oil companies. The risk is sector-relative: energy may see a limited support, but travel and housing are viewed as more exposed to renewed geopolitical tensions.