S&P 500: South Korea And Japan Are More Consequential Than Iran

2026-03-05 10:10:01 ET

South Korea's Black Wednesday

While Middle Eastern tensions, particularly those involving Iran , are capturing headlines now, this article will argue that the structural stability of the S&P 500 is more deeply tied to the financial plumbing of East Asia than to regional conflicts in Iran. In particular, the SP500 has demonstrated the resilience of U.S. equities against localized oil-producer conflicts over and again in the past. While in contrast, historical data have also taught me how deeply interconnected the global financial market is and how problems in one region can have consequential and longer-lasting impacts on the SP500. Recent examples include the 1997 Asian financial crisis, the 2010 European bank crisis triggered by the Greek sovereign debt crisis, and also the ongoing real estate and debt concern in China....

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