Market Talk: Earnings expectations 'very bullish' despite the war with Iran
Published on April 24, 2026.
The U.S. equity market seems able to see past the Middle East conflict, despite the disruption of around 20% of the world's oil and gas supply. Despite this, earnings expectations have increased since the start of the war, largely due to higher inflation allowing some companies to pass on costs to consumers. The article also discusses the potential impact of the conflict on jet fuel shortages.
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