Earnings Resilience Amid Iran Risk: Markets Snapshot

The gap between the equity market performance, record highs and the reality of higher prices and fewer products as a result of the closure of the Strait of Hormuz. Do we need to think about future proofing portfolios for the second half of this year. If that all comes to bay.The earnings have been incredibly resilient over this quarter. You're actually seeing earnings growth. A lot of that mathematically is driven from where so much of that earnings has come from.It's come from the materials. It's come from ...