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Wall Street Braces for Fallout But Markets May Already Be Looking Past It

Sevens Report’s Tom Essaye on Why the U.S. Strike on Iran Might Not Be a New Market Negative


Wall Street Braces for Market Fallout After the U.S. Bombed Iran

Following news that the United States launched a targeted military strike on Iran, global markets reacted with caution. Investors immediately began pricing in higher oil prices, potential stock market volatility, and a stronger U.S. dollar.

Yet not all analysts see the event as a reason to panic.

In comments to Opening Bell Daily, Sevens Report founder Tom Essaye shared why this development may not derail markets—so long as the situation doesn’t escalate further.

“In some ways, this removes a potential unknown from the markets because it was unclear whether the U.S. would strike or not,”
Tom Essaye, Sevens Report

Essaye added that unless there’s retaliation or broader conflict, the market may now begin to stabilize. With the decision made and priced in, investor focus may shift back to fundamentals like earnings, Fed policy, and inflation.

Also, click here to view the full article featured on Inc.com, published on June 23rd, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.


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