What can investors expect next from the war in the Middle East?

The American market experienced another volatile week. Hopes for a ceasefire in the US-Israeli war with Iran quickly gave way to disappointment. Iran never opened the Strait of Hormuz, Israel continued to exchange blows with Lebanon, and markets fell again. In this newsletter, we will look at how to correctly position yourself as an investor in the American market, taking into account increased uncertainty and what factors, in addition to the conflict in the Middle East, to keep in mind.

What you will learn about in this article:

• How sustainable is the current truce in the Middle East?
• What factors remain negative for US stocks?
• What factors can turn the market up?
• How to best position your US portfolio in the current environment