# US-Iran escalation shakes markets ahead of earnings

Page: https://stenobird.com/podcast/moving-markets-5478198/us-iran-escalation-shakes-markets-ahead-of-earnings
Text version: https://stenobird.com/podcast/moving-markets-5478198/us-iran-escalation-shakes-markets-ahead-of-earnings.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-07-13T06:53:02+00:00
Episode link: https://share.transistor.fm/s/813d31e5
Audio file: https://media.transistor.fm/813d31e5/8f9299a5.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/us-iran-escalation-shakes-markets-ahead-of-earnings
Duration seconds: 677

## Resource

Markets are feeling the pressure this Monday morning as rising US-Iran tensions fuel higher oil prices, bond yields and the dollar, while equities drift lower. But with earnings season now taking centre stage, investors are asking a bigger question: can AI leaders and chipmakers justify their stellar gains from the first half of the year? Also in this episode: Mensur Pocinci, Head of Technical Analysis, explains why he believes market leadership is unlikely to change despite recent volatility, and why he has upgraded Financials. (00:00) - Introduction: Mike Rauber, Product & Investment Content (00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content (08:00) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis Research (10:22) - Closing remarks: Mike Rauber, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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