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Global equity markets rebound sharply despite oil supply disruptions, but remain fragile amid Iran conflict.

Market News
02 May 2026
Seeking Alpha
View Source
Neutral
pluang ai news

Global equity markets have seen a strong rebound recently, with the S&P 500 posting its best monthly gain in years, rising 10.5% in April. This recovery is notable given the severe disruption in oil supply caused by the ongoing conflict between the U.S. and Iran. However, the markets remain fragile as current pricing assumes a quick resolution to the conflict, while energy market dynamics suggest otherwise. The conflict is also accelerating several long-term investment trends, indicating ongoing volatility ahead.

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