Geopolitical Tensions and Market Reactions

This chapter explores the escalating tensions between Israel and Iran, highlighting the geopolitical ramifications on stock markets and a surge in oil prices. It also discusses the impact of these international developments on the housing market, particularly through insights on builder confidence and strategic adjustments from large companies like Lennar. Additionally, the chapter examines the interplay between military actions, U.S. coordination, and the potential influence of political decisions on company performance.