US-Iran tensions may continue to unfold over several months, keeping geopolitical risk elevated and creating a sustained overhang for markets. The article says the Trump administration’s strategic goals remain unclear, adding uncertainty around the conflict’s trajectory and potential implications for defense, energy, and risk assets.
US-Iran tensions may continue to unfold over several months, keeping geopolitical risk elevated and creating a sustained overhang for markets. The article says the Trump administration’s strategic goals remain unclear, adding uncertainty around the conflict’s trajectory and potential implications for defense, energy, and risk assets.
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moderately negative
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