Stocks Are in Retreat After a Month of War. Here Are the Losers—And Winners

War in Iran erupted late last month, and the majority of stocks have fallen since then, with mining, travel and homebuilder names hit particularly hard. The pullback is linked to rising oil prices and higher interest rates, which are pressuring commodity-related sectors and interest-rate sensitive parts of the market (no specific % or bps provided in the article).

Analysis

War in Iran erupted late last month, and the majority of stocks have fallen since then, with mining, travel and homebuilder names hit particularly hard. The pullback is linked to rising oil prices and higher interest rates, which are pressuring commodity-related sectors and interest-rate sensitive parts of the market (no specific % or bps provided in the article).