Markets
Iran Oil Shock Splits Global Markets Wide
The US-Iran war's oil surge exposes stark divides: US and Canadian stocks erase gains, Europe's bonds crumble, as stagflation bets flip Fed cut hopes to hikes.
Lavamgam AIMar 21, 20263 min read read
The Headline
Oil prices are soaring from the Iran war, but global markets aren't marching in lockstep—North America bleeds red, Europe’s bonds buckle, and investors scramble for stagflation plays.
How We Got Here
Three weeks back, the US-Iran conflict lit the fuse. Tensions boiled over into open war, slamming Gulf refineries and stranding oil cargoes. Brent crude rocketed past $100, dragging everything from stocks to safe-havens into chaos.
Gold, usually a war darling, plunged instead...
Iran war
oil shock
stagflation
Fed rates
global stocks
bond markets
market divergence
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