You may remember me from my prior rare post on the debt ceiling increase, which turned out to be shockingly accurate.
1. Oil prices
Upward pressure on oil, but not as much as people are making it sound. Oil already had an uptick due to supply changes -- supply and demand announcements will still control prices for oil, not this conflict.
2. Inflation
Upward pressure on top line inflation number, but it will only make it more glaring that the inflation numbers are "inflated" by oil. This will actually be bullish as the fed doesn't really care if the top line is higher because of temporary oil shocks.
3. Risk
This is the most important factor, where there is a material uptick in risk of escalation. This is the reason the bears will own the short term, but the second this dissolves could create a huge bull scenario
any questions? My advice is to first figure out where you think the market will be in 1,2,3 years from now, and then invest accordingly, and if you are trading, just dont be the last person holding the bag
$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$