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Stocks Rebound as Middle East Risks Stay Contained, Says Sevens Report

It’s unlikely to materially impact the markets: Sevens Report President, Tom Essaye, Quoted in Xinhua


U.S. stocks rebound as investors brush off Middle East tensions

GEOPOLITICAL FEARS FADE AS FUNDAMENTALS AND POSITIONING SUPPORT RISK

U.S. stocks bounced back Friday as investors looked past Middle East tensions, driven by historically low equity positioning and resilient fundamentals.

According to Tom Essaye, founder of The Sevens Report, markets are focused on geopolitical headlines, but remain stable as long as conflict stays limited.

“Focus will remain on geopolitical headlines, but as long as the conflict stays limited between Israel and Iran, it’s unlikely to materially impact the markets.”
Tom Essaye, Sevens Report

So far, the restraint in global escalation is giving risk appetite a chance to reemerge—but markets remain sensitive to any broadening of the conflict.

Also, click here to view the full Xinhua article, published on June 17th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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