#USIranTensionsImpactMarkets 🇺🇲🇮🇷
If tensions between the United States and Iran escalate further, global markets won’t just react emotionally they will reprice inflation, interest rates, and risk across every asset class. The critical question investors are asking now is: Could rising geopolitical stress push inflation expectations higher and delay Federal Reserve rate cuts?
Let’s break this down from a macro perspective.
1️⃣ Energy Shock = Inflation Shock
The first transmission channel is energy. The Middle East remains central to global oil supply, and any disruption involving Iran imme