Markets are pricing in de-escalation and an eventual resolution to the Iran war, according to Geoff Yu, Senior EMEA Macro Strategist at BNY. He cautions the conflict will have persistent effects on households and that conditions are unlikely to return to pre-conflict norms, so monitor consumer real incomes, energy-price sensitivity and positioning in energy and household-facing sectors.
Markets are pricing in de-escalation and an eventual resolution to the Iran war, according to Geoff Yu, Senior EMEA Macro Strategist at BNY. He cautions the conflict will have persistent effects on households and that conditions are unlikely to return to pre-conflict norms, so monitor consumer real incomes, energy-price sensitivity and positioning in energy and household-facing sectors.
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mildly positive
Sentiment Score
0.15
