Resiliency Amid Uncertainty: Markets, Energy and the Iran Conflict
Despite ongoing tensions with Iran, the US economy and financial markets have shown remarkable resilience. The S&P 500 has returned to all-time highs, business investment is gaining momentum and corporate earnings continue to exceed expectations. Still, the impact hasn't been uniform, and with oil prices hovering near year-to-date highs, risks to both the economic and equity outlook remain elevated.