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Iran situation changes unexpectedly, traders’ "post-war" investment strategies become instantly obsolete

Iran situation changes unexpectedly, traders’ "post-war" investment strategies become instantly obsolete

华尔街见闻华尔街见闻2026/07/13 12:45
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The reason is that US President Donald Trump stated that the US-Iran conflict has escalated again. On Tuesday, this strategist advised clients to short US stocks and instead buy European and Japanese stocks. He believes that the appeal of US stocks—which had a relative safe-haven advantage during the most intense period of geopolitical tensions—has begun to wane. However, just a day later, Trump suddenly announced that the US-Iran ceasefire was “over,” forcing Papic to terminate this trade recommendation, which accumulated a loss of 1.1%. (Bloomberg)
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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