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BCA Research reiterate their conviction in energy and oil services companies, while adding a shipping tanker ETF
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History shows market can recover quite quickly from geopolitical shocks
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The strikes come at a precarious time for stocks, forcing investors to weigh the fallout of a potential prolonged disruption to oil supplies and logistics.
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Oil prices jump and shares fall as conflict escalates BBCOil surges and stock futures sink as war in Iran threatens crude supply CNNAlready Weathering a Trade War, Asia Now Faces a New Energy Threat The New York TimesStocks Slump as US-Iran War Lifts Brent Toward $80: Markets Wrap Bloomberg.comHigher gas prices are likely coming to the pump after oil prices jump in wake of U.S. strikes in Iran NBC News
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