Iran's Macro Wild Card: Global Stocks See Headwinds Amid Sticky Inflation

A global bond sell-off is expected to create headwinds for international stocks, according to Charles Schwab’s Michelle Gibley. She cites the U.S.-Iran war and the resulting inflation pressures as the main drag on growth and risk assets. The setup points to higher yields and weaker sentiment for equities, particularly outside the U.S.

Analysis

A global bond sell-off is expected to create headwinds for international stocks, according to Charles Schwab’s Michelle Gibley. She cites the U.S.-Iran war and the resulting inflation pressures as the main drag on growth and risk assets. The setup points to higher yields and weaker sentiment for equities, particularly outside the U.S.