David Savage 5.0 2 ideas

Tech earnings are likely to be more insulated from the geopolitical risks of the Iran war, and tech has started to outperform in both Asia and the U.S., suggesting continued strength in the tech sector.

The U.S. dollar is set for a positive environment because the U.S. economy is more insulated from the Iran war impacts compared to Asia and Europe, and there could be a haven bid if tensions escalate further, outweighing domestic inflation and growth challenges.