Wall Street Falls, Oil Rises as Iran Deal Remains Out of Reach
๐ MARKETS โ Equities down, oil up: the market is pricing in no deal, not just delay. ๐ LOOK CLOSER: With the MOU dead and Iran in offensive posture, traders are no longer hedging uncertainty โ they're positioning for prolonged blockade. Falling equities reflect demand fears; rising oil reflects supply risk. That divergence tightens the Fed's room: rate cuts to support growth clash with inflation from energy. Retail earnings now carry war risk embedded in consumer cost data.