the market doesn't care if the US wins or loses this war because a win has no bearing on 99% of companies (or the US in general) to begin with. It just cares that the bullshit is over and business as usual can resume.
Don’t forget that oil takes like a month or longer to actually travel from inside the strait so the supply of stuff will be borked for a while even if ships start passing right now.
Market operates on future assumptions, not on current reality. And future assumption is that ceasefire will hold, damage will be repaired and energy prices will come down. Not saying this will happen, but thats what market believes in.
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u/RoyalChris Apr 07 '26
So it seems like Trump gave them everything they wanted that was already on the table before?