This year's regional banking crisis has already caused changes in the S&P 500 index. More changes may be coming if the industry faces a protracted slump.
"If additional shocks come, and if the information we have proves to be incorrect, we may have to hike another time or perhaps two times," Robert Holzmann said.
Israel continues its airstrikes all over the enclosed territory of Gaza, and has ordered the complete cutting of water, electricity and food to the already impoverished and blockaded population.
The semiconductor business — typically Samsung's cash cow — is likely to see continued pressure as memory prices and demand for end products remain low.
Analyst firm CCS Insight predicts generative AI will get a "cold shower" in 2024 as concerns over growing costs replace the "hype" surrounding the technology.
The conflict between Israel and Hamas may not have a direct impact on oil supply, but it's likely to drive up oil prices in the short term, analysts say.