중동전쟁에 글로벌기업 손실 최소 37조원…2분기 실적충격 본격화 전망

Global corporations have sustained losses exceeding $25 billion from the Middle East conflict, a magnitude comparable to tariff impacts, with Q2 earnings expected to deteriorate sharply as energy costs and supply chain disruptions fully manifest. Major corporations cutting dividends and slashing earnings guidance signal that current market valuations have underestimated the economic damage. The combination of elevated inflation pressures and deteriorating consumer sentiment could trigger significant earnings revisions and market volatility as 2026 progresses.