Stock market returns to all-time highs after Middle East turmoil, Ben Carlson notes

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Ivan Andriyenko

28.04.2026

Stock market returns to all-time highs after Middle East turmoil, Ben Carlson notes — Earnings fuel U.S. market rebound

Ben Carlson, industry influencer, examines why the U.S. stock market quickly rebounded to record highs despite the recent war in the Middle East and an oil price spike.

According to Carlson, the primary factor behind the market's resilience is robust earnings performance. He highlights that even amid geopolitical instability and higher oil prices, company earnings have kept equities moving upward.

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Carlson previously noted the frequency of all-time highs in U.S. bull markets since 1980, with particular momentum during the 2020s. Separate analysis from bespokeinvest this year saw the S&P 500 up 5% and emerging markets advancing 16.3%. These trends add further context to the current earnings-driven rally.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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