Is the Stock Market Already Done with the US-Iran War?

Описание: Is the market already done with the US-Iran war? Wall Street erased early losses while gold and crude oil recoiled from panic highs. Now what?

00:00 Iran Strikes Shock Markets — Is It Already Faded?
01:05 S&P 500: Gap Down, Range Bottom Holds, Flat Close
02:10 Gold Spikes Then Cools — No Follow-Through
03:00 Dollar Breakout: Clear Risk-Off Bid
03:45 Crude Oil Gaps Higher, Then Pulls Back
05:05 One-Day Calm vs No Geopolitical Offramp
06:10 “Is the Market Treating This Like It’s Contained?”
07:10 Why Markets Might Think No 2003-Style Scenario
08:30 Structural Oil Breakout Levels to Watch (78/87/95)
10:05 The Real Oil Story: China’s Supply Risk
11:35 Shadow Fleet Crackdown + Venezuela + Iran Instability
13:10 China Forced Toward Market-Price Oil
14:35 Hormuz Risk: Why 38% China-Bound Matters
15:45 Oil → Inflation Lag: CPI Impact Coming Soon
16:50 ISM Manufacturing: Growth Up, Prices Jump
18:05 Fed Turns More Hawkish as Inflation Sticks
19:20 Doves Flip: Mirren/Waller Tone Shift
20:25 Markets Still Price More/Faster Cuts Than Fed
21:30 S&P Stuck Since October: “No Cuts, No Rally”
22:35 Trade Policy Uncertainty Drives the Rate-Cut Demand
24:05 AI Supply Chain Needs Frictionless Trade
25:05 Supreme Court Tariff Ruling Adds Another Layer
26:05 Lawsuits Near 1,000: Refund Chaos Risk
27:10 Why Iran Makes Existing Risks More Acute
28:05 Positioning: Gold, AUD, EUR, GBP, Crude Oil, Risk
29:20 Wrap + What to Watch Next

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