European stocks fall, oil rises after US strikes Iran - Reuters
Geopolitics
US strikes on Iran triggered a sell-off in European equities while crude oil rallied on geopolitical risk premium. The escalation raises stagflation concerns and reshuffles energy/defense positioning across global markets.
0 reads·0 theses
Angle
Oil and defense names outperform as equity indices struggle; consider overweighting energy and aerospace versus cyclical growth until Iran rhetoric stabilizes.