100 days of the Iran war: How global markets and the economy have been affected, in charts
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- S&P 500 hits new all‑time highs despite the 100‑day Iran war.
- Wall Street major averages recover from early war‑related sell‑off, erasing initial losses.
- Toni Meadows says AI infrastructure demand is driving semiconductor stock gains and upgrading growth outlooks for South Korea and Taiwan.
- Europe sees subdued stock performance as rising energy costs weigh on markets.
- Strait of Hormuz closure would likely push inflation higher, according to market observers.
Why it matters: U.S. and Asian AI‑driven firms gain from rising demand, boosting equity prices, while European stocks face pressure from higher energy costs; persistent bond‑yield spikes raise borrowing costs for governments.
