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Inflection Points: When Push Comes To Shove - Investing With The Return Of Mercantilism

By Seeking Alpha April 24, 2026 Neutral
Inflection Points: When Push Comes To Shove - Investing With The Return Of Mercantilism
The Iran conflict does not seem sufficient, at present, to disrupt major U.S. economic trends, but higher input costs could dampen consumer demand and corporate investment. Forecasts for earnings and economic growth have actually risen since the start of the Iran conflict, a notable divergence between fundamental expectations and market action.
The Iran conflict does not seem sufficient, at present, to disrupt major U.S. economic trends, but higher input costs could dampen consumer demand and corporate investment. Forecasts for earnings and economic growth have actually risen since the start of the Iran conflict, a notable divergence between fundamental expectations and market action.