Bullstory
Jul 12, 2026

U.S. inflation and earnings emerge as stock-market variables amid renewed Middle East conflict

As armed clashes between the United States and Iran flare up again, traffic through the Strait of Hormuz has effectively been suspended. This week, the New York stock market is expected to face higher volatility ahead of 2quarterly corporate earnings and 6the monthly inflation data.


U.S. inflation and earnings emerge as stock-market variables amid renewed Middle East conflict

As the Middle East conflict intensifies again, this week’s New York stock market is focusing on 2quarterly U.S. corporate earnings and 6the monthly inflation data. While investor sentiment is shaken, the path of inflation could determine the direction of financial markets.

Last week, armed clashes between the United States and Iran broke out again. President Donald Trump declared that the previous memorandum of understanding and the ceasefire had ended, and U.S. forces continued airstrikes against Iran.

President Trump said he would continue talks with Iran. Iran is countering that there will be no negotiations until its current position is withdrawn.

The Strait of Hormuz has once again effectively come to a standstill for traffic. This has heightened concerns over international oil prices and transportation disruptions.

Market participants are 6taking the monthly consumer price index and companies’ 2quarterly earnings results as key indicators to watch. Inflation data are tied to the outlook for monetary policy and could heighten stock market volatility.

International oil prices, logistics conditions, and the impact of U.S. earnings shocks could also affect the Korean stock market. Exporters and energy-related sectors may react sensitively.

Sources: 연합인포맥스

Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.