Filter by Categories

Something for Your Espresso – The Love-Hate Relationship Between Markets and the U.S. Military

While markets are currently panicking, fearing U.S. involvement in Iran, history suggests they tend to rally when America “seals the deal” in the Middle East. With fund managers sidelined after a tough year, the stars may be aligning for a continued equity rally if escalation is short and decisive.
2025-06-18
<a href="https://stenoresearch.com/author/oskarvardal-4851/" target="_self">Oskar Vårdal</a>

Oskar Vårdal

0

While markets are currently panicking, fearing U.S. involvement in Iran, history suggests they tend to rally when America “seals the deal” in the Middle East. With fund managers sidelined after a tough year, the stars may be aligning for a continued equity rally if escalation is short and decisive.

Get access / Login

0 Comments

STENO RESEARCH IS JOINING REAL VISION

From July 2025, Steno Research is joining Real Vision to create the ultimate macro research product for you!

As a subscriber, this means the following:

Yearly subscriber: For legal reasons, we cannot transfer your pre-paid subscription directly. You need to register with Real Vision and then we’ll transfer your pre-paid subscription quickly afterwards. Simply go to https://www.realvision.com/free and sign up - and then we’ll take care of the rest! We will shut down service of Steno Research on July 31st, so be sure to make the transfer to keep receiving our content.

Already a RV subscriber?
Please check that you are using the same e-mail. If yes, you don't need to do anything. If not, please contact [email protected].

Monthly subscriber: Your current monthly subscription with Steno Research will end during July (31st at the latest). To continue accessing our research (and more), you’ll need to sign up for a Real Vision membership. Check out your options on: https://www.realvision.com/pricing

For Institutional Clients:
- Your access has been moved to our new institutional offering at NowcastIQ.com
- If you haven’t been moved already, please contact [email protected]