Iran is trumping our market

US stocks overall are heading for the third winning week in a row, and you can thank the spectacular earnings reports of most companies that have been on 'show-and-tell' over the past three weeks. Given the prevailing concerns about the future because of Iran's impact on oil prices, inflation and interest rates, the fact that FactSet reports that more than 90% of S&P 500 companies have posted second-quarter results, and earnings growth from the year-earlier period is tracking around 50%.

Peter Switzer

August 15, 2026

9 min read

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