The 7,000 Market: It Looks More Like A Floor Than A Ceiling (Stay Invested)

The S&P 500 has rebounded to all-time highs despite persistent geopolitical tensions, suggesting markets are looking through conflict risk. The article argues that war-related selloffs are typically short-lived unless corporate earnings are materially damaged, with uncertainty rather than the conflict itself driving volatility.

Analysis

The S&P 500 has rebounded to all-time highs despite persistent geopolitical tensions, suggesting markets are looking through conflict risk. The article argues that war-related selloffs are typically short-lived unless corporate earnings are materially damaged, with uncertainty rather than the conflict itself driving volatility.