Relief Rally on the Horizon?
Exploring the sectors likely to gain – or stumble – if tensions ease.
Markets on both sides of the 49th parallel have been rattled by escalating Middle East tensions. With a potential ceasefire on the horizon, investors are watching closely to see which sectors could gain – or stumble – if hostilities ease.
When Markets Stop Shrugging It Off
The US/Israel-Iran conflict, which began on February 28, is now about to enter its fifth week as you read this. Despite reports of back-channel peace talks, there are still no clear signs of an end in sight. In my March 6, 2026, Weekly Update, I focused on how a short conflict – what was initially expected – could affect markets. This week, the bigger question is what happens if it lasts longer.