Why Markets Can Rally During a Geopolitical Crisis
Markets often react less to the crisis itself than to what investors expect will happen next. Hopes of a ceasefire, policy support or lower future prices can outweigh the immediate uncertainty.
ET&A Research · 24 July 2026
A geopolitical crisis would normally appear to be bad news for financial markets. Wars disrupt trade, damage infrastructure, increase uncertainty and raise the risk of wider economic instability. Oil prices may rise, supply chains may come under pressure and investors may move their money into traditionally safer assets.
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