Overview

Big investors are bracing for a particularly painful corporate confession season as the conflict in the Middle East continues and the Trump administration weighs up new strikes against Iran, hitting company earnings and increasing the likelihood of interest rate rises.

More than 21 companies have already released trading updates referencing the Middle East conflict since it began in late February, according to UBS.

Source: https://www.afr.com/markets/equity-markets/investors-brace-for-wild-confession-season-as-war-refuses-to-let-up-20260501-p5zsum