100 Days of War: Markets Juggle Inflation, Oil and Growth
TL;DR Summary
On the 100th day of the Middle East conflict, global markets remain volatile as peace talks stall and supply worries keep inflation elevated. Equities initially fell but have largely recovered, led by AI-related beneficiaries in the U.S. and Asia, while Europe underperforms. Bond yields stay elevated amid inflation concerns, and oil remains well above pre-war levels due to Strait of Hormuz disruptions and other supply constraints, signaling ongoing price pressures and potential growth headwinds.
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