Iran war presents a different script for markets
Investors have been right to identify geopolitics as a rising risk factor
Investors have been right to identify geopolitics as a rising risk factor

While there are buffers of supply, spare capacity will come under pressure in the event of any further escalation

Wall Street stocks have played catch-up with peers as investors sell this year’s winners

The world is a mess but markets seem to be shrugging worries over the fallout of the Iran war

Sometimes crises do not blow over as investors might hope

Investors risk being too complacent about war in the Middle East

Closely watched sentiment data points to slump in business activity from Australia to Europe