{"url":"https://seekingalpha.com/article/4888893-why-is-stock-market-holding-up-so-well?mailingid=45095558&messageid=macro_view&serial=45095558.76029&source=email_macro_view&utm_campaign=nl-macro-view&utm_content=macro_view&utm_medium=email&utm_source=seeking_alpha&utm_term=45095558.76029","title":"Stocks Hold Despite Iran Threats, Oil Spike","domain":"seekingalpha.com","imageUrl":"https://images.pexels.com/photos/5831522/pexels-photo-5831522.jpeg?auto=compress&cs=tinysrgb&h=650&w=940","pexelsSearchTerm":"stock market traders","category":"World","language":"en","slug":"d8039a88","id":"d8039a88-35f4-4651-bd27-881af81a3b1b","description":"Equity markets stay resilient amid escalating U.S.-Iran tensions and Trump's threats of invasion.","summary":"## TL;DR\n- Equity markets stay resilient amid escalating U.S.-Iran tensions and Trump's threats of invasion.\n- Oil prices surged above **$113** per barrel on risk, while stocks like SPY and QQQ hold steady.\n- Positive corporate earnings suggest S&P 500 correction has bottomed, pointing to range-bound trading ahead.\n\n## The story at a glance\nLawrence Fuller argues U.S. stocks are holding up well despite President Trump's repeated threats to escalate war with Iran, including possible land invasion, as investors seem skeptical of full conflict or expect diplomacy. Oil reacts sharply upward, but equities discount immediate escalation. This analysis comes now with high tensions and a key deadline, amid recent S&P 500 correction.\n\n## Key points\n- Investors desensitized to Trump's demands on Iran, such as opening the Strait of Hormuz, leading to equity resilience in SPY, QQQ, IWM, DIA, and others.[[1]](https://seekingalpha.com/article/4888893-why-is-stock-market-holding-up-so-well?mailingid=45095558&messageid=macro_view&serial=45095558.76029&source=email_macro_view&utm_campaign=nl-macro-view&utm_content=macro_view&utm_medium=email&utm_source=seeking_alpha&utm_term=45095558.76029)[[2]](https://seekingalpha.com/article/4888893-why-is-stock-market-holding-up-so-well)\n- Oil above **$113/barrel** shows commodity sensitivity to geopolitical risk, contrasting stock stability.[[1]](https://seekingalpha.com/article/4888893-why-is-stock-market-holding-up-so-well?mailingid=45095558&messageid=macro_view&serial=45095558.76029&source=email_macro_view&utm_campaign=nl-macro-view&utm_content=macro_view&utm_medium=email&utm_source=seeking_alpha&utm_term=45095558.76029)\n- ISM Services index remains in expansion territory per high-frequency data, signaling economic strength.\n- Rising costs and employment contraction point to potential war-related headwinds.\n- Corporate earnings guidance stays notably positive, backing view that S&P 500 correction likely bottomed.\n- Near-term outlook calls for range-bound trading despite risks.\n\n## Details and context\nFuller, a portfolio manager with 30 years experience, ties market behavior to investor expectations of de-escalation over Trump's rhetoric on Iran's regime demands. This resilience follows a recent S&P 500 correction, with stocks erasing some losses on ceasefire mediation reports like Pakistan's two-week proposal.\n\nEconomic signals mix strength in services with cost pressures from oil shocks, which historically lift headline inflation but less so core measures watched by the Fed. U.S. energy independence today mutes oil panic impact compared to 1970s crises.\n\nThe piece promotes Fuller's investing group for deeper macro discussion, amid broader Seeking Alpha coverage of volatility from Iran deadlines.\n\n## Key quotes\nNone extracted; article relies on analysis without standout direct quotes.\n\n## Why it matters\nGeopolitical tensions with Iran risk broader economic disruption via oil shocks and inflation, testing market stability. Investors face range-bound equities short-term, with positive earnings offering support but headwinds from costs and jobs data weighing on returns. Watch Trump's **8 p.m. ET** deadline outcome and any ceasefire progress, though escalation remains possible.","hashtags":["#stockmarket","#geopolitics","#oilprices","#macroeconomics","#investing","#trumpiran"],"sources":[{"url":"https://seekingalpha.com/article/4888893-why-is-stock-market-holding-up-so-well?mailingid=45095558&messageid=macro_view&serial=45095558.76029&source=email_macro_view&utm_campaign=nl-macro-view&utm_content=macro_view&utm_medium=email&utm_source=seeking_alpha&utm_term=45095558.76029","title":"Original article"},{"url":"https://seekingalpha.com/article/4888893-why-is-stock-market-holding-up-so-well?mailingid=45095558&messageid=macro_view&serial=45095558.76029&source=email_macro_view&utm_campaign=nl-macro-view&utm_content=macro_view&utm_medium=email&utm_source=seeking_alpha&utm_term=45095558.76029","title":""},{"url":"https://seekingalpha.com/article/4888893-why-is-stock-market-holding-up-so-well","title":""}],"viewCount":2,"publishedAt":"2026-04-07T22:46:19.469Z"}