Oil-Fueled Gap: U.S. Stocks Stand Out as Iran Tensions Pressure International Markets
TL;DR
Oil rising toward $80 a barrel amid Iran-related fighting has weighed on international stocks, which are lagging the U.S. this week as EFA and EEM retreat while the S&P 500 holds up; analysts say the near-term leadership shift could persist, though a reopening of Hormuz might help international markets regain footing and support a broader diversification thesis.
- Investors betting on international stocks trouncing the U.S. are getting a rude awakening from the Iran conflict MarketWatch
- Iran war and stocks: Why Global X says 'it might be time to double down' on emerging markets CNBC
- Money Rolls Into Emerging-Market ETFs Even as Rout Hits Shares Bloomberg
- Exchange Traded Funds: One Of The Best Trades Of 2025 Just Got Crushed Investor's Business Daily
- Hedge funds rethink emerging market bets after US-Israel strikes on Iran Financial Times
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