Iran deal could expand market gains, with consumer shares, small caps seen benefiting

A potential deal to end the Middle East war could lift a broad swath of stocks by pushing oil prices lower. Cheaper energy would support consumer spending and ease pressure on inflation and Treasury yields, creating a more favorable backdrop for risk assets.

Analysis

A potential deal to end the Middle East war could lift a broad swath of stocks by pushing oil prices lower. Cheaper energy would support consumer spending and ease pressure on inflation and Treasury yields, creating a more favorable backdrop for risk assets.