Market Pulse · Macro & Market
Geopolitics & conflict
Every S&P 500 company that raised Geopolitics & conflict in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
2 companies · 2 events · 2 no estimate (counted in companies, so the parts add up)
Companies raising Geopolitics & conflict
- JPM — Geopolitical Market VolatilityImportance 17 · Surprise 24JPMORGAN CHASE & CO · News · 2026-09-30JPMorgan analysts reported that Middle East crude-oil flows had recovered to 98% of pre-war levels by September 30, 2026. The recovery was described as uneven despite continuing shipping risks. The development…
- GS — Middle East Conflict ImpactImportance 17 · Surprise 24GOLDMAN SACHS GROUP INC · News · 2026-09-30Goldman Sachs said Persian Gulf oil exports recovered to 23.3 million barrels per day during the week ended September 30, 2026. The level was in line with the 2025 average, despite continued shipping risks associated…