Fire and smoke rises in the sky after an Israeli attack on the Shahran oil warehouse on June 15, 2025 in Tehran, Iran.
Getty photos Getty Images News | Gety pictures
Market monitors warned on Monday, the stocks have risen despite the escalation of the war in the Middle East.
The two regional powers Trading fire continues on MondayOn the occasion of the fourth consecutive day to fight since Israel Air raids were fired against Iran last week.
Despite the continued fighting – with I mentioned hundreds dead Global stock markets had been a positive momentum on Monday, and they seemed to have ignored broader concerns about the conflict.
Rus Mold, AJ Bell’s investment manager, warned on Monday that there were low -price risk markets “a big fire risk in the Middle East”, especially when it comes to the energy market.
European stocks Open On Monday, with Asia and Pacific stocks and Futures in the United States Also trading in green. Even the indexes of the Middle East witnessed the gains on Monday, as the Tel Aviv index witnessed the last 35 times more than 1 % after a decrease of 1.5 % last week.
Mawlid said: “This is partly because there are many moving parts and geopolitical considerations, and partly because the possible results cannot be conceived,” Mawlid said. “In the worst cases, oil and stock prices will be less concerned.”
In a note on Monday morning, David Roche, a Quantum Strategy, warned that the conflict between Israel and Iran “will continue for a longer period than the Israeli strike that the market is accustomed to.”
Torbjorn Soltvedtp, the main analyst in the Middle East at Verisk Maplecript, agreed, saying that an escalation was “great concern”.
“What we have now is completely different, and what we see is an actually war and open war.
“Of course, this is something that has great effects, not only for the region, but also for energy markets and how they explain what is happening. As you know, accurate and accurate after day.”
Energy markets have moved more than others on the news of the attacks, as Israel’s conflict led to supply interests.
While Friday The largest gain for one day For crude since the full invasion of Russia for Ukraine in 2022, however, the global fake contracts of the raw rough-which were last seen in a barrel-are still much lower than the prices He was seen in the wake of the Moscow incursion into Ukrainian territory.
“Calm is the most likely result before the subsequent escalation when Iran rejects Trump’s initiatives,” said Roche. “It is likely that the market is likely to make a constant calm peace. I will use calm to buy energy assets as a safe haven.”
The market reaction is “very modest”
Some market monitors take a somewhat pessimistic view.
On Monday note, Jim Reed of Deutsche Bank indicated that although both Iran and Israel have circulated reprisals, they have so far avoided “the most blogged steps.”
He said: “Since geopolitical shocks have become more frequent, it seems that it is now at least an annual occurrence we refer to the work of our stock strategies on the impact of these shocks and the time the market takes to recover from them.”
“The typical style is for S & P 500 “To decline to about -6 % in 3 weeks after shock, but then prepares to 3 others,” said Reed.
Philip Gigsel, chief strategy official at BNP Paribas Fortis, told CNBC on Monday that he feels that the market is right in a major escalation pricing, such as the United States that is attracted to the battle, or a siege of the Strait of Hermoz.
Hermoz StraitIt is located between Iran and Oman, which is the way to cross a vital oil through which millions of oil barrels are transported every day.
“However, the market’s reaction was very modest, so there is room for disappointment if things escalate,” Gijsels admitted on Monday.
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