There's Cause for Some Optimism Despite the Iran Gloom -- Market Talk

Dow Jones03-23

0136 GMT - There's cause for some optimism despite the escalating Iran conflict, says Tim Rocks, Chief Investment Officer at Evans & Partners. President Trump needs this to be over well before the midterms and a back down will buoy markets, he says. Further escalation will not threaten a U.S. recession as war creates economic growth and the U.S. will spend 0.2% of GDP on rebuilding weapons stockpile, he adds. Oil shocks caused recessions in the 1970s due to central bank policy error. This won't be repeated, he says. Direct fuel costs are only 2% of U.S. household income and the oil shock won't stop the big build in data centers, Rocks adds. (james.glynn@wsj.com; X @JamesGlynnWSJ)

(END) Dow Jones Newswires

March 22, 2026 21:36 ET (01:36 GMT)

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