Macro Aftermath Archived

Mise à jour du marché : incertitude concernant la guerre en Iran

Activité en déclin — le récit perd de sa pertinence.

Score 0,3

Vélocité ▲ 0,0

Articles 41

Sources 3

Plus fortes variations

Ticker	Secteur	Variation
P	—	+34,6%
ASX	Technology	+21,0%
RTX	Industrials	-18,1%
S	Technology	+14,9%
KDP	Consumer Staples	+6,7%

Chronologie des sentiments

Performance Sectorielle

Performance des actions

Chronologie des événements

Jul 27, 2026 The Iran War Is Creating Winners and Losers: Lockheed Martin (LMT) vs. … Neutral

Jul 22, 2026 Tidewater (TDW) Slid Following the U.S.–Iran Ceasefire in June Bearish

Jul 20, 2026 Dollar drifts as US-Iran conflict intensifies; sterling edges higher Neutral

Jul 17, 2026 The Argus Min Vol Model Portfolio Bearish

Jul 15, 2026 CAC 40 Modestly Lower In Cautious Trade Amid U.S.-Iran Tensions Neutral

Jul 14, 2026 Market Digest: DAL Neutral

Jul 13, 2026 Dollar wavers amid renewed Iran attacks, yen slides on pensions doubts Bearish

Jul 08, 2026 The Iran War Ceasefire Has Ended. Here's What It Means for the … Bearish

Jul 02, 2026 Berkshire Hathaway has 9% of its Portfolio in These Oil Stocks. Should … Neutral

Jul 01, 2026 Indian Shares Seen Flat To Lower Amid US-Iran Talks Uncertainty Neutral

Jui 26, 2026 European Stocks Close Weak As Iran Peace Deal Uncertainty, AI Related Concerns … Bearish

Jui 24, 2026 Bay Street May Open Slightly Weak Bearish

Jui 15, 2026 Dollar falls to 10-day low on US-Iran war deal Neutral

Jui 14, 2026 Here are the 3 big things we're watching in the stock market … Neutral

Jui 12, 2026 Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They … Bullish

Jui 10, 2026 CAC 40 Down In Negative Territory As U.S.-Iran Tensions Weigh Bearish

Jui 05, 2026 European Shares Set For Broadly Lower Open Bearish

Jui 02, 2026 Asia-Pacific stocks set to open subdued amid uncertainty over U.S.-Iran peace talks Bearish

Mai 21, 2026 CME Group (CME) Serves as a Volatility Shield Bearish

Mai 18, 2026 European Shares Set For Gap-down Opening Neutral

Mai 12, 2026 Asia markets rise as investors brush off Trump’s ceasefire warning Bullish

Mai 10, 2026 Momentum-Obsessed Traders Seek Clues on Iran Truce Neutral

Mai 09, 2026 State Street’s CEO warns of a global fertilizer crisis due to the … Bearish

Mai 08, 2026 Dollar Tumbles on Optimism US-Iran War Nearing an End Bearish

Mai 07, 2026 Iran war market jitters offer silver lining for investors Neutral

Mai 05, 2026 Tensions Are Flaring in Iran Again. Here's Why Markets Are Still Gaining Neutral

Mai 04, 2026 U.S. Stocks May Lack Direction Amid Uncertainty About Middle East Conflict Neutral

Mai 03, 2026 Stock Market Investors Just Got an Urgent Warning From Fed Chair Jerome … Neutral

Mai 02, 2026 Mortgage and refinance interest rates today, May 1, 2026: Inflation concerns send … Bearish

Avr 27, 2026 Market Update: CB, RTX, KDP, DLR Neutral

Articles Liés

CAC 40 Modestly Lower In Cautious Trade Amid U.S.-Iran Tensions Nasdaq · Jul 15, 2026 Mixed Dollar wavers amid renewed Iran attacks, yen slides on pensions doubts Yahoo Finance · Jul 13, 2026 Mixed Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t Yahoo Finance · Jui 12, 2026 Mixed CME Group (CME) Serves as a Volatility Shield Yahoo Finance · Mai 21, 2026 Mixed Asia markets rise as investors brush off Trump’s ceasefire warning CNBC · Mai 12, 2026 Mixed Momentum-Obsessed Traders Seek Clues on Iran Truce Yahoo Finance · Mai 10, 2026 Bearish Iran war market jitters offer silver lining for investors CNBC · Mai 07, 2026 Bearish Stock Market Investors Just Got an Urgent Warning From Fed Chair Jerome Powell Nasdaq · Mai 03, 2026 Mixed Market Update: CB, RTX, KDP, DLR Yahoo Finance · Avr 27, 2026 Bearish

Plus fortes variations

Ticker	Secteur	Variation
P	—	+34,6%
ASX	Technology	+21,0%
RTX	Industrials	-18,1%
S	Technology	+14,9%
KDP	Consumer Staples	+6,7%

🤖 Aperçu AI

Ce qui s'est passé : Les principaux indices boursiers étaient stables à plus bas lundi, alors que cinq des entreprises du Mag7 devaient publier leurs résultats cette semaine et que la réunion sur les taux de la Fed approchait. Le conflit entre l'Iran et les États-Unis reste incertain, sans nouvelles importantes, ce qui alimente la prudence du marché.

Impact sur le marché : La montée des tensions entre l'Iran et les États-Unis a fait grimper les prix du pétrole, ce qui a suscité des inquiétudes quant à l'inflation et a entraîné une hausse des taux hypothécaires. Le président de la Fed, Powell, a mis en garde contre l'incertitude économique, les stratèges de JPMorgan s'attendant à ce que les hausses de taux reprennent.

À surveiller ensuite : Les prochains résultats de cinq entreprises du Mag7 (Microsoft, Alphabet, Amazon, Facebook et Apple) cette semaine, et la réunion sur les taux de la Fed le mercredi 3 mai 2026.

Aperçu IA au Aoû 11, 2026

Chronologie

Première observationAoû 11, 2026

Dernière mise à jourAoû 25, 2026