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		</div><p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The United States did not stumble into a war with Iran. Operation Epic Fury, launched in the early hours of February 28, 2026, was the culmination of months of deliberate military buildup — the largest US force concentration in the Middle East since the 2003 invasion of Iraq. Within hours, Ayatollah Ali Khamenei, Iran&#8217;s supreme leader since 1989, was dead. Iranian missiles were already falling on Dubai&#8217;s international airport, US bases in Qatar, Kuwait, Bahrain, and Jordan, and the Strait of Hormuz — through which roughly 20% of the world&#8217;s daily oil supply transits — was under direct threat of closure.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Markets had been underpricing this risk for weeks. Standard Chartered&#8217;s Global Head of Research Eric Robertsen noted before the strikes that investors had already been slow to price in the geopolitical premium building in the region. They are catching up fast now. Brent crude, the international benchmark, closed at $72.87 on Friday, February 27 — a seven-month high — then surged as much as 13% when Sunday evening trading opened. Dow futures dropped 375 points, or 0.77%, at the Monday open. S&;P 500 futures fell 0.74% and Nasdaq 100 futures declined 0.85%. Gold futures jumped 1.6%.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The question you need to ask is not whether markets will be volatile. They already are. The question is which specific market shifts will persist, which will reverse, and where you can identify structural change versus noise. Here are the ten world market developments that carry the most consequence.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">1. Crude Oil: From a Supply Shock to a Potential $100-Plus Scenario</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Iran is the fourth-largest oil producer in OPEC, pumping just over 3 million barrels per day as of January 2026. It exports roughly 1.6 million barrels daily, with more than 80% going to Chinese refineries. Disruption to that supply alone does not tip the world into crisis. The far larger risk sits in the Strait of Hormuz.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">In 2024, approximately 20 million barrels of crude oil passed through the strait daily — about one-fifth of global liquid oil consumption, and roughly a third of all seaborne crude exports. On the morning of the strikes, Iranian Revolutionary Guard Corps vessels transmitted radio warnings to commercial shipping that &#8220;no ship is allowed to pass the Strait of Hormuz.&#8221; Iran&#8217;s parliament voted to approve a motion calling for formal closure of the strait. The Supreme National Security Council must ratify that vote, but the signal alone disrupted markets.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Jorge León, head of geopolitical analysis at Rystad Energy, told Yahoo Finance that prices could surge by $10 to $20 per barrel if de-escalation does not materialize within 24 to 72 hours. Goldman Sachs had previously estimated that oil prices could blow past $100 per barrel if there is an extended disruption to Hormuz traffic. When Israel struck Iranian nuclear sites in June 2025 — the first, more limited round of conflict — Brent posted its biggest single-day gain since March 2022, then fell sharply after a ceasefire was announced. That pattern will not necessarily repeat. The scale and nature of this conflict are categorically different. The supreme leader is dead. Regime continuity is in question. Pre-planned retaliation scenarios have already been activated.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Watch Brent crude&#8217;s behavior at the $80 and $100 levels. A break above $80 is already technically within reach. A sustained move above $100 requires a real and extended Hormuz disruption — which would shift oil from a geopolitical risk premium to a supply shortage event.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">2. OPEC+ Production Decisions: A Compensatory Move That May Fall Short</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Eight OPEC+ members — Saudi Arabia, Russia, Iraq, the United Arab Emirates, Kuwait, Kazakhstan, Algeria, and Oman — announced on Sunday that they would boost collective production by 206,000 barrels per day in April. The announcement came in a meeting that was already scheduled before the war began. It was more than the 137,000 bpd adjustment analysts had anticipated. The move was a clear attempt to signal that global supply can absorb the shock. It will not be enough on its own.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">If Iranian exports are substantially disrupted, the market faces a supply gap that the current OPEC+ increase cannot fill. Saudi Arabia and the UAE hold the largest spare capacity in the world and could ramp up further, but doing so takes time. The geopolitical calculus for Gulf producers is also more complicated than in past crises. Iran has already targeted military infrastructure in the UAE and Saudi Arabia as part of its retaliatory strikes. Gulf producers now face the dual challenge of managing a political relationship with Iran while also trying to stabilize energy markets for their own fiscal stability.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">You should watch whether Saudi Arabia signals additional production increases beyond the April tranche, and whether Gulf oil infrastructure — particularly Kharg Island, Iran&#8217;s key crude export terminal — sustains any direct damage. Kharg handles more than 90% of Iranian crude exports. Any confirmed strike on that facility would send an entirely different price signal to the market.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">3. Global Equity Markets: A Risk-Off Rotation That Could Deepen</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The immediate equity market reaction followed a predictable playbook. Dow futures fell, S&;P 500 futures dropped, and capital rotated into defensive sectors. What is less predictable is how long this lasts and how deep it goes. Wells Fargo strategists, in a note published as markets opened Monday, mapped out a worst-case scenario in which a prolonged Hormuz closure and sustained oil prices above $100 per barrel push the S&;P 500 to 6,000 — a near 13% decline from Friday&#8217;s close of 6,878. Goldman Sachs strategist Dominic Wilson argued the equity market&#8217;s reaction would hinge less on headlines and more on the durability of any energy shock.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Asian equities dropped 1.4% when trading opened. Alicia García-Herrero, chief economist for Asia-Pacific at Natixis, projected global equities could fall 1% to 2% or more on Monday open, with US Treasury yields falling 5 to 10 basis points. High-beta and cyclical sectors face the most immediate pressure. Consumer discretionary and technology stocks are particularly exposed to both energy cost inflation and the kind of broad risk-off sentiment that pushes institutional investors into safer allocations.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Your portfolio&#8217;s exposure to cyclical growth sectors warrants attention now. The rotation that began over the weekend is not a panic — it is a repricing of geopolitical risk that had been absent from valuations for months.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">4. Defense and Aerospace Stocks: A Sector That Was Already Running Hot</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Defense stocks were already a multi-year outperformer before Operation Epic Fury. The Global X Defense Tech ETF, which holds Lockheed Martin, RTX Corp, General Dynamics, Rheinmetall, and Palantir Technologies as its top five positions, returned 72.8% from April 2025 through February 27, 2026. A major US-Israeli combat operation against Iran — with three confirmed American service member deaths in the first 48 hours and additional casualties expected, per President Trump&#8217;s own remarks — does not slow that trend. It accelerates it.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">NATO countries, particularly in Europe, began significantly increasing defense budgets in early 2026 in response to broader geopolitical instability. The combination of European rearmament spending, rising US defense procurement for munitions and precision-guided systems, and the operational demand for Massive Ordnance Penetrators, Tomahawk missiles, and F-35 maintenance services that direct combat generates — all of this points to sustained demand for the top names in the sector. Companies supplying missile defense components, like Raytheon (now RTX), and those providing electronic warfare systems face structurally elevated order books.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The risk you should watch here is political. If the US Congress attempts to limit the scope of operations under war powers legislation — something multiple Democratic and a handful of Republican legislators have already signaled support for — procurement authorization cycles could face uncertainty. For now, the sector fundamentals remain intact and strengthening.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">5. Gold and Precious Metals: A Safe Haven That Is Already at Record Territory</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Gold entered this crisis already elevated. It was up 22% so far in 2026 when the bombs fell on Tehran. Gold futures jumped another 1.6% when markets opened Monday, with spot prices trading around $5,334 per troy ounce on Hyperliquid&#8217;s 24/7 futures platform early Sunday. Silver contracts also rose alongside gold, reinforcing the traditional haven flight dynamic.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The structural drivers of gold&#8217;s 2026 rally — persistent inflation uncertainty, dollar weakness below its 50-day and 200-day moving averages, central bank buying from emerging market economies diversifying away from dollar reserves, and de-dollarization trends accelerating across Asia — do not disappear because of a Middle East war. They intensify. If the conflict sustains oil at elevated levels and pushes global inflation expectations higher, the Federal Reserve faces a constraint on rate cuts that makes gold even more attractive to investors seeking a non-yielding store of value.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">You need to distinguish between short-term haven buying, which can reverse sharply if a ceasefire emerges, and structural demand for gold tied to de-dollarization and central bank reserve diversification. The former is tactical. The latter is a multi-year theme that the Iran crisis amplifies rather than creates.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">6. US Treasuries: A Flight-to-Quality Trade With a Fed Twist</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The initial move into US Treasuries was immediate. Analysts expected yields to fall 5 to 10 basis points at the Monday open, consistent with classical flight-to-quality behavior during geopolitical crises. Demand for short-duration Treasuries climbed as investors reduced equity exposure and sought capital preservation.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The complication is inflation. If oil sustains above $90 per barrel, the Federal Reserve&#8217;s ability to cut interest rates — already constrained by the Trump administration&#8217;s tariff-driven inflationary pressure following a 15% universal import tariff announced earlier in 2026 — narrows further. Rising crude prices feed directly into headline CPI through gasoline prices and indirectly through transportation costs embedded across the supply chain. A central bank that wants to cut but cannot cut because energy-driven inflation remains sticky is a central bank that keeps real yields elevated — which eventually limits how far a Treasury rally can run. Watch the 10-year yield&#8217;s behavior at the 4.0% level. A break below that level with conviction would suggest markets believe the Fed will prioritize growth over inflation. A bounce back above 4.25% would signal inflation concern is winning.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">7. The Gulf and Middle East Regional Economies: Tourism, Aviation, and Financial Hubs Under Direct Fire</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The economic model of the UAE, Bahrain, and Qatar rests heavily on three pillars: financial services, aviation connectivity, and tourism. All three sustained direct damage within the first 48 hours of Operation Epic Fury. Dubai International Airport — the world&#8217;s busiest international airport — was hit by Iranian drone strikes, with smoke reported in portions of the terminal and operations suspended. Abu Dhabi&#8217;s Zayed International Airport also reported incidents, with one fatality. Kuwait&#8217;s airport was struck as well. Iran launched 137 missiles and 209 drones at UAE territory, according to the UAE&#8217;s defense ministry, with damage reaching the Palm Jumeirah and areas near the Burj Al Arab.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">These are not abstract economic disruptions. The UAE&#8217;s GDP is worth approximately $500 billion annually, with tourism and aviation contributing meaningfully to non-oil revenues. A sustained disruption to air traffic alone — with carriers having to reroute around Iranian airspace and the broader Gulf conflict zone — raises fuel costs, extends flight times, and reduces passenger confidence on affected routes. Airline stocks across Asia and Europe were already sliding when trading opened Monday, with carriers like Air Arabia, flydubai, and those with significant Gulf exposure facing immediate margin pressure.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Gulf equities, which trade Sunday through Thursday, opened the week sharply lower, with Ryan Lemand of Neovision Wealth Management estimating a 3% to 5% decline across Saudi and Qatari markets depending on how the conflict evolved through Sunday.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">8. Chinese Energy Imports: A Strategic Vulnerability Now in Focus</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">No country has more to lose from a sustained Iran crisis than China. More than 80% of Iranian crude exports flow to Chinese refineries. China also sources approximately half of all its crude imports through the Strait of Hormuz, which makes a prolonged disruption to that chokepoint a direct threat to Chinese manufacturing input costs and energy security.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Three-quarters of all barrels transiting the strait go to major Asian economies — China, India, Japan, and South Korea — according to the US Energy Information Administration. If Iran disrupts Hormuz traffic and Chinese buyers must source alternative supply from West African, Brazilian, or North Sea producers at higher spot market prices, China&#8217;s crude import bill rises substantially. Beijing has been quietly expanding strategic petroleum reserve capacity, but that buffer has limits measured in weeks, not months.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">India and South Korea face similar exposure. India, the world&#8217;s third-largest oil importer, sources significant volumes through the strait and had been steadily increasing Iranian crude imports under workaround arrangements despite US sanctions pressure. Japan is even more exposed on a per-capita energy import basis. Watch for emergency energy diplomacy from Beijing, Tokyo, and Seoul directed at Saudi Arabia for alternative supply guarantees. Any indication that Saudi Arabia cannot or will not fill the gap would accelerate oil&#8217;s move toward $100.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">9. Currency Markets: Dollar, Yen, Swiss Franc, and a Collapsing Iranian Rial</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The US dollar surged against major peers in early Monday trading as investors sought the world&#8217;s primary reserve currency in a risk-off environment. The Swiss franc edged higher. The Japanese yen, historically a haven currency in geopolitical crises, was initially little changed but faced cross-pressures from Japan&#8217;s own energy import vulnerability and a Bank of Japan that has only recently begun normalizing monetary policy.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The Iranian rial, already devastated by decades of sanctions and economic mismanagement, is in freefall. The currency had already collapsed significantly in prior years — falling from 35,000 to the dollar to 42,000 following earlier sanction rounds in the early 2020s — and with the country&#8217;s supreme leader assassinated and regime continuity uncertain, capital flight from Iran is essentially a given to the extent that any capital can exit.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">For commodity-linked currencies, the picture is more nuanced. Oil-exporting nations like Canada, Norway, and Australia stand to benefit from higher crude prices in the short run. The Canadian dollar, for instance, tends to strengthen with oil prices, and Alberta&#8217;s budget calculation shifts materially if WTI sustains above $85. Watch the USD/CAD and USD/NOK pairs for early confirmation of this dynamic. The risk for commodity-linked currencies is if a global recession fear — triggered by a $100-plus oil shock — outweighs the terms-of-trade windfall from higher export prices.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">10. Global Inflation and Central Bank Policy: A New Constraint on Rate Cut Timelines</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">You can connect almost every item on this list back to a single macro outcome: higher inflation for longer. If Brent crude sustains above $90 for 60 days, energy&#8217;s contribution to headline CPI in the United States, Europe, and Asia increases measurably. The IMF has modeled that a $10 per barrel permanent rise in crude prices adds approximately 0.4 percentage points to global headline inflation in the first year. A $20 to $30 per barrel sustained shock — the lower bound of what analysts are forecasting if the Hormuz situation deteriorates — adds close to 1 full percentage point to global inflation at a time when central banks in the US, UK, and eurozone are already navigating an uncomfortable environment of sticky services inflation.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">For the Federal Reserve, this raises the critical question of whether the rate cut cycle anticipated for 2026 gets delayed, deferred, or abandoned. Natixis&#8217; García-Herrero noted that Iran&#8217;s geographic and strategic position means the conflict&#8217;s economic effects are &#8220;bigger in ramifications than Venezuela&#8221; — the most recent geopolitical shock markets had absorbed. The Fed&#8217;s credibility in anchoring inflation expectations depends on not cutting into an oil-price-driven inflationary surge. If it cuts anyway to protect growth, it risks re-anchoring inflation expectations higher. If it stays on hold, it risks slowing an economy already dealing with tariff headwinds and slowing tech sector investment.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The European Central Bank faces the same bind, with an added layer of energy import dependence that makes the eurozone more structurally vulnerable to oil shocks than the US, which is now a net energy exporter. Watch for emergency statements from the ECB and Fed chairs in the coming days. Their language on the inflation-versus-growth tradeoff will tell you more about the trajectory of rate markets than any single data release this quarter.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">What Comes Next</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The pattern markets referenced after Israel&#8217;s June 2025 strikes on Iranian nuclear facilities — sharp initial sell-off, recovery when the strait proved unaffected, ceasefire relief rally — will not necessarily replay here. That conflict ended in 12 days with a negotiated ceasefire. This conflict killed Iran&#8217;s supreme leader, decapitated significant parts of its military command structure, and ignited simultaneous retaliatory strikes across six Gulf nations. Iran&#8217;s response came within four hours of the first strikes, suggesting pre-planning that did not exist in the June scenario.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Chatham House experts noted that while Iran&#8217;s government is weakened, it is not without institutional depth. Iran has more cohesive state structures than Iraq did in 2003, and its regional network of aligned groups extends from Yemen to Iraq to Lebanon. The Stimson Center&#8217;s assessment was blunt: &#8220;Air strikes alone cannot topple a government, and Iran in 2026 is likely to emerge battered but not broken.&#8221;</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The ten market changes outlined here do not all point in the same direction, and that is precisely the point. Some — defense stocks, energy equities, gold — present potential opportunities for investors with appropriate risk tolerance and a long horizon. Others — Gulf equities, airlines, global growth stocks — present clear downside risks if the conflict extends beyond 30 days. The uncertainty is the market condition you are operating in right now.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Position your portfolio accordingly, and watch the Strait of Hormuz above all else. Every other variable in this analysis — oil prices, inflation, central bank policy, equity valuations, currency dynamics — flows from whether that waterway remains open or does not.</p>
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<h2 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold">References</h2>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">United States strikes on Iranian nuclear sites (Operation Midnight Hammer, June 2025) — Wikipedia <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://en.wikipedia.org/wiki/United_States_strikes_on_Iranian_nuclear_sites">https://en.wikipedia.org/wiki/United_States_strikes_on_Iranian_nuclear_sites</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">2026 Israeli-United States strikes on Iran (Operation Epic Fury) — Wikipedia <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://en.wikipedia.org/wiki/2026_Israeli%E2%80%93United_States_strikes_on_Iran">https://en.wikipedia.org/wiki/2026_Israeli%E2%80%93United_States_strikes_on_Iran</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">US strikes in Iran could see oil prices jump $10 to $20 or more — Yahoo Finance <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://finance.yahoo.com/news/us-strikes-in-iran-could-see-oil-prices-jump-10-to-20-or-more-with-no-deescalation-trump-says-khamenei-is-dead-143847278.html">https://finance.yahoo.com/news/us-strikes-in-iran-could-see-oil-prices-jump-10-to-20-or-more-with-no-deescalation-trump-says-khamenei-is-dead-143847278.html</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">U.S.-Israel strikes Iran: What we know as markets brace for turmoil — CNBC <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.cnbc.com/2026/03/01/iran-khamenei-trump-us-investors-markets.html">https://www.cnbc.com/2026/03/01/iran-khamenei-trump-us-investors-markets.html</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">How the attack on Iran could impact the global oil market and economy — CNBC <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html">https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">What does the US-Israel attack on Iran mean for oil prices? — Euronews <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.euronews.com/business/2026/02/28/what-does-the-us-israel-attack-on-iran-mean-for-oil-prices">https://www.euronews.com/business/2026/02/28/what-does-the-us-israel-attack-on-iran-mean-for-oil-prices</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Oil prices rise sharply in market trading after attacks in Middle East — NPR <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.npr.org/2026/03/01/nx-s1-5731584/oil-prices-iran-us-israel-attacks-war">https://www.npr.org/2026/03/01/nx-s1-5731584/oil-prices-iran-us-israel-attacks-war</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Dow futures drop over 300 points as oil prices spike following U.S. attack on Iran — CNBC <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.cnbc.com/2026/03/01/stock-market-today-live-update.html">https://www.cnbc.com/2026/03/01/stock-market-today-live-update.html</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">How Will Stocks React to the U.S. Attack on Iran? — The Motley Fool <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.fool.com/investing/2026/03/01/iran-war-stock-market-stock-futures-defense-stocks/">https://www.fool.com/investing/2026/03/01/iran-war-stock-market-stock-futures-defense-stocks/</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">&#8216;Bigger ramifications than Venezuela&#8217;: Markets brace for impact after U.S. strikes Iran — CNBC <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html">https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Iran Escalation Triggers Risk-Off Move To USD and Gold — Seeking Alpha <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://seekingalpha.com/article/4876777-iran-escalation-shock-triggers-risk-off-move-to-usd-and-gold-oil-defense-and-aerospace-win">https://seekingalpha.com/article/4876777-iran-escalation-shock-triggers-risk-off-move-to-usd-and-gold-oil-defense-and-aerospace-win</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Oil-linked futures on Hyperliquid surge 5% after U.S.-Israel strike on Iran — CoinDesk <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.coindesk.com/markets/2026/02/28/oil-linked-futures-on-hyperliquid-surge-5-after-u-s-israel-strike-on-iran">https://www.coindesk.com/markets/2026/02/28/oil-linked-futures-on-hyperliquid-surge-5-after-u-s-israel-strike-on-iran</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">How US-Iran tensions could shape world markets — Reuters via Investing.com <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.investing.com/news/economy-news/how-usiran-tensions-could-shape-world-markets-4533405">https://www.investing.com/news/economy-news/how-usiran-tensions-could-shape-world-markets-4533405</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">How US-Iran Conflict Could Drive Oil, Gold, Currencies and Global Equities — FX Empire <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.fxempire.com/forecasts/article/how-us-iran-conflict-could-drive-oil-gold-currencies-and-global-equities-1582610">https://www.fxempire.com/forecasts/article/how-us-iran-conflict-could-drive-oil-gold-currencies-and-global-equities-1582610</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">US and Israel attack Iran, killing Khamenei — Chatham House <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.chathamhouse.org/2026/02/us-and-israel-attack-iran-early-analysis-chatham-house-experts">https://www.chathamhouse.org/2026/02/us-and-israel-attack-iran-early-analysis-chatham-house-experts</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Experts React: What the Epic Fury Iran Strikes Signal to the World — Stimson Center <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.stimson.org/2026/experts-react-what-the-epic-fury-iran-strikes-signal-to-the-world/">https://www.stimson.org/2026/experts-react-what-the-epic-fury-iran-strikes-signal-to-the-world/</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Fact-checking statements made by Trump to justify U.S. strikes on Iran — PBS NewsHour <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.pbs.org/newshour/politics/fact-checking-statements-made-by-trump-to-justify-u-s-strikes-on-iran">https://www.pbs.org/newshour/politics/fact-checking-statements-made-by-trump-to-justify-u-s-strikes-on-iran</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">U.S. Strikes on Nuclear Sites in Iran — Congressional Research Service <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.congress.gov/crs_external_products/IN/PDF/IN12571/IN12571.1.pdf">https://www.congress.gov/crs_external_products/IN/PDF/IN12571/IN12571.1.pdf</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Wall Street Turns to &#8216;Haven-First&#8217; Strategies Amid Iran Attacks — Bloomberg <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.bloomberg.com/news/articles/2026-03-01/wall-street-turns-to-haven-first-strategies-amid-iran-attacks">https://www.bloomberg.com/news/articles/2026-03-01/wall-street-turns-to-haven-first-strategies-amid-iran-attacks</a></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Energy, Defense Stocks Jump as Iran Attack Jolts Global Markets — Bloomberg <a class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.bloomberg.com/news/articles/2026-03-01/energy-in-focus-as-global-equity-traders-brace-for-iran-impact">https://www.bloomberg.com/news/articles/2026-03-01/energy-in-focus-as-global-equity-traders-brace-for-iran-impact</a></p>

10 World Market Changes to Watch After the US Attack on Iran
10 World Market Changes to Watch After the US Attack on Iran