Iran war upends popular trades
Wall Street stocks have played catch-up with peers as investors sell this year’s winners
Wall Street stocks have played catch-up with peers as investors sell this year’s winners

Investors have been right to identify geopolitics as a rising risk factor

The world is a mess but markets seem to be shrugging worries over the fallout of the Iran war

Investors risk being too complacent about war in the Middle East

The US market is more immune from shocks given still healthy American economic conditions and earnings

Closely watched sentiment data points to slump in business activity from Australia to Europe

Investors turn attention to strong Wall Street earnings and bet on swift end to war