How many “Peace Deals” has the stock market baked in??? I get that corporate earnings have been good but this is ridiculous.
April 8: Markets surged following the initial announcement of a two-week ceasefire between the U.S., Israel, and Iran
April 13: Stocks rallied as markets remained hopeful that the global economy could avoid a worst-case scenario
April 14–15: Stocks rebounded higher as ceasefire holds
April 16: S&P 500 crossed the 7,100 threshold for the first time after Iran declared the Strait of Hormuz "completely open"
April 17: A record-setting rally was fueled by optimism surrounding the reopening of the Strait of Hormuz to shipping.
April 21: Markets edged higher after President Trump announced an extension of the ceasefire
April 22: U.S. stocks hit record closing highs following reports of an extended ceasefire
May 4–5: Global stocks rallied on hope that a total ceasefire would hold
May 6: Markets rose on reports that a memorandum of understanding was nearing completion to end the conflict
At this point I honestly think you could announce that there will be global catastrophe next week from a comet impact and the stock market would cheer the news and go….you guessed it!!!! UP!!! Guess there’s a lot of folks chasing forward PE ratios that are in the 50s plus!
How Many Baked in Peace Deals?
byu/Realistic-Bowl-566 inStockMarket
Posted by Realistic-Bowl-566
9 Comments
It’s crazy. I don’t understand where the money is coming from, the markets don’t respond to news, they respond to buying on the news. There just seems to be endless money and people are too scared to go short because the markets are completely irrational and don’t respond to the “good news” turning out to be lies yet again.
The apocalypse is bullish for stocks.
Big Tech apparently has a moat that is unaffected by energy prices, labor costs, and transportation of materials to build and power their most holy data centers.
The Epstein insiders’ secrets ain’t cheap…
Well, war is good for the stock market as it provides alot of volatility. This is something nobody can change.
Sounds like you don’t get that corporate earnings are good
“I get that corporate earnings have been good…”
Great, so you know why.
Ah see you aren’t getting it. The market is forward looking. What we are pricing in is the end of all war in the Middle East, forever, with absolute certainty. The market doesn’t care about oil prices because it has looked forward to a time when cars run on vibes and dreams and no one uses gas anymore.
The war don’t matter, gas prices don’t matter, only the fact that AI exists matters. Don’t worry about the energy part of the equation. As long as there’s the circlejerk, we all good.
It’s no use, it’s peace deals all the way down