Six Months of Conflict: How the Iran war has reshaped global markets

As global financial markets navigate the aftermath of recent conflicts, the mixed responses are evident. Energy prices have surged sharply, reflecting immediate fallout, while artificial intelligence investments have buoyed global equities amid geopolitical turbulence. However, the traditional appeal of safe-haven assets like Treasuries and gold appears diminished, as Gulf economies and agricultural supply chains grapple with significant disruptions and possible inflationary pressures.

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