U.S. stocks may be moving past the Iran conflict — but these markets aren't sending the ‘all clear' just yet

U.S. stocks appear to be moving past the Iran conflict, but commodity markets and other assets are not yet fully discounting the geopolitical risk. The article suggests a divergence between equity complacency and continued caution in commodities, especially energy-linked markets. Overall tone is muted and observational rather than directional.

Analysis

U.S. stocks appear to be moving past the Iran conflict, but commodity markets and other assets are not yet fully discounting the geopolitical risk. The article suggests a divergence between equity complacency and continued caution in commodities, especially energy-linked markets. Overall tone is muted and observational rather than directional.