Markets Brace for Middle East Shock

Renewed tensions in the Middle East have pushed oil prices higher, reviving concerns over inflation, interest rates, and the global growth outlook. Yet investors have continued to favour emerging markets and AI-related stocks, highlighting the resilience of risk assets despite rising geopolitical uncertainty. As oil, bonds, equities, and technology pull markets in different directions, where should investors be looking in the second half of the year?Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.