Big Take Podcast

Facing Risks, Stocks Have Stayed Resilient. Too Resilient?

On today’s Big Take podcast: Markets have largely brushed off the Iran War and other economic uncertainty. What explains investors’ confidence — and what could shake it?

Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE) in New York, US, on Friday, April 17, 2026.Photographer: Bloomberg/Bloomberg

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By Sarah Holder and David Fox

April 27, 2026 at 9:30 PM UTC

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Global markets have been remarkably resilient amid major geopolitical and economic disruptions, from the Iran war to US tariffs, as investors find cause for optimism in strong earnings and AI.