Geopolitical headlines have kept U.S. markets alert, particularly tensions around Iran and the vital Strait of Hormuz shipping route. Concerns over disruptions to energy supplies pushed oil prices higher, creating pressure on equities. Still, history suggests that regional conflicts often cause temporary market swings rather than lasting damage. Investors continue to watch the situation closely while balancing the risks tied to energy costs and global trade flows.

At the same time, the broader economic picture remains relatively stable. Inflation has eased from last year’s highs, and policymakers are monitoring both price trends and a gradually cooling labor market. Authorities have also moved to release oil reserves to ease supply…