Have Markets Mispriced the Danger of an Iran Escalation?

Market Intelligence Analysis

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Why This Matters

The article suggests that the market may have underestimated the risks of an escalation in the Iran-Israel conflict, potentially leading to increased volatility and instability in the global economy.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Last September I produced a brief survey of major conflict across the globe in which I wrote the following about the conflict with Iran and Israel, one which is now referred to as the 12-Day War: "[T]here is every reason to believe that the conflict between Israel and Iran is not over and that the United States may be drawn in again." It appears the next phase of this war is about to begin. In fact, by the time you read this, attacks may already have begun. It puzzles me that the rest of the world has treated the run-up to this second phase of…

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Original article published by OilPrice.com on February 23, 2026.
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