2 forces are driving US economic growth, and the Iran war threatens to derail both, BofA says

Bank of America warns that the war in Iran could disrupt two key supports for the US economy in 2025-2026: AI investment and consumer spending. The article does not cite specific figures, but the message implies a meaningful macro headwind if geopolitical tensions intensify. The risk is broad-based and could affect growth expectations across technology and consumer sectors.

Analysis

Bank of America warns that the war in Iran could disrupt two key supports for the US economy in 2025-2026: AI investment and consumer spending. The article does not cite specific figures, but the message implies a meaningful macro headwind if geopolitical tensions intensify. The risk is broad-based and could affect growth expectations across technology and consumer sectors.