Are markets being too complacent about the Iran war?
Sometimes crises do not blow over as investors might hope
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Investors look through the turmoil
The world is a mess but markets seem to be shrugging worries over the fallout of the Iran war
The Iran crisis has not yet peaked
The war is currently more likely to escalate than to be resolved by negotiation
Investors are not ready for a true shock
The consensus view of the impact of the Iran war on equities and bonds may well prove too sanguine
Get used to the long Iran war
Tehran has a strong incentive to keep the conflict going
Iran war presents a different script for markets
Investors have been right to identify geopolitics as a rising risk factor
The Iran war presents a ‘guns and butter’ nightmare for investors
Conflict will intensify the mounting global debt and inflation risks