The Iran War upends stocks: Headline fatigue and the 'Trump Put'

• Major indices like the S&P 500 and Nasdaq are experiencing multiple consecutive negative weeks.
• Rising WTI crude oil prices and hawkish Fed expectations are key drivers of market uncertainty and inflation fears.
• Analysts suggest caution, with some cutting equity exposure to neutral and highlighting the lack of safe havens in the current market environment.

The discussion centers on the negative impact of geopolitical tensions on financial markets, leading to multiple down weeks for major indices. Analysts debate the Fed's hawkish stance, rising oil prices, and the erosion of investor confidence, with some recommending caution and a shift to neutral equity exposure.