Trump Signals A Longer War: Markets Are Underestimating The Effects

Trump signaling a longer war implies a meaningful geopolitical escalation, directly challenging market expectations for an imminent resolution. The article warns of a major market repricing if oil futures converge with physical oil at $150, which would likely pressure equities, lift inflation expectations, and drive broad volatility across asset classes.

Analysis

Trump signaling a longer war implies a meaningful geopolitical escalation, directly challenging market expectations for an imminent resolution. The article warns of a major market repricing if oil futures converge with physical oil at $150, which would likely pressure equities, lift inflation expectations, and drive broad volatility across asset classes.