
Iran rejected a ceasefire plan on Mar 25, 2026, increasing the risk of prolonged conflict in the region and potential upside pressure on oil and defense-related assets. The U.S. Supreme Court ruled against the music industry the same day, a legal decision that could reduce licensing revenues and pressure valuations for media, streaming platforms and record labels.
Iran rejected a ceasefire plan on Mar 25, 2026, increasing the risk of prolonged conflict in the region and potential upside pressure on oil and defense-related assets. The U.S. Supreme Court ruled against the music industry the same day, a legal decision that could reduce licensing revenues and pressure valuations for media, streaming platforms and record labels.
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