Analysis-Investors brace for a bigger backlash from Middle East war
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Oil prices surge 13% after US-Israel strikes on Iran Middle East tensions rise as Iran promises retaliation $100+ oil back in play if Hormuz disruption worsens: analysts Wait for a 10% drop in the S&P 500 before buying the dip, Barclays says (South Africa Philippines Nigeria) Analysis-Investors brace for a bigger backlash from Middle East war By Reuters Stock Markets Published 03/01/2026, 09:44 AM Updated 03/01/2026, 06:42 PM Analysis-Investors brace for a bigger backlash from Middle East war 1 Gold Spot US Dollar 1.79% US500 -0.43% GC 2.68% ESH26 -1.03% TYH26 0.15% Brent Spot US Dollar 6.94% TNX -1.37% LCOmdc1 0.00% By Vidya Ranganathan LONDON, March 1 - From being just a fringe risk, conflict in the Middle East has become a top worry for investors unsettled by the prospect of a power struggle in Iran and a protracted regional war, with ramifications for everything from global trade to inflation. U.S.-Israel strikes killed Iranian Supreme Leader Ayatollah Ali Khamenei on Saturday, sowing chaos as Iran struck back at Gulf cities, airlines halted flights and tankers carrying oil and other products suspended transit through the key Strait of Hormuz. The first risk for markets is the uncertainty over what happens next in Iran, given the complexities of the Islamic Republic’s ruling system, the ideological nature of its support base, and the power of its Revolutionary Guards. That then complicates the outlook for oil prices which have been rising for weeks, but are now hostage to what oil-producing countries do and how passage of tankers through the Middle East is affected, with big implications for inflation worldwide and even the safety of bonds hitherto deemed havens. "Middle East tail risks have increased. Markets will reprice from geopolitical shock to regime risk shock, prolonged conflict, not just retaliation, unless Iran says it wants to negotiate," said Rong Ren Goh, a portfolio manager in the fixed inco...
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