With US–Israel–Iran tensions unfolding, traders track Gold, Oil & Gas for potential opportunities. The Strait of Hormuz is a key route for about 20% of global oil and LNG flows, so disruptions can hit energy markets fast — while Gold remains a safe haven for many.
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The main drivers that can push prices up or down.
When inflation rises, consumer staples companies can pass costs to customers. Stable pricing power might make these stocks more attractive than bonds.
Recessions, geopolitical tensions and market crashes drive investors toward defensive stocks. Fear is their tailwind.
A dividend raise attracts income investors. A cut sends them running. For defensive stocks, the dividend track record is the story.
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