{"id":10407,"date":"2026-03-09T06:00:19","date_gmt":"2026-03-09T06:00:19","guid":{"rendered":"https:\/\/www.europesays.com\/iran\/10407\/"},"modified":"2026-03-09T06:00:19","modified_gmt":"2026-03-09T06:00:19","slug":"what-the-markets-are-telling-us-about-the-war-in-the-gulf","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/iran\/10407\/","title":{"rendered":"What the Markets Are Telling Us About the War in the Gulf"},"content":{"rendered":"<p data-type=\"paragraph\" data=\"[object Object]\" class=\"css-1akm6h5-Paragraph e1e4oisd0\">Investors started the past week confident that the Israeli-U.S. attack on Iran would be another short war they could all but ignore. The S&amp;P 500 even rose slightly on Monday.<\/p>\n<p data-type=\"paragraph\" data=\"[object Object]\" class=\"css-1akm6h5-Paragraph e1e4oisd0\">They ended the week worried that a global shock to oil prices from what\u2019s become a <a data-type=\"link\" href=\"https:\/\/www.wsj.com\/livecoverage\/iran-war-news-updates-2026\/card\/iran-has-fired-over-200-missiles-at-israel-since-fighting-started-BgLR9Zbwa5uEFva3gvCo?mod=article_inline\" target=\"_blank\" class=\"ekxajjj0 css-i0lbhy-OverridedLink\" rel=\"nofollow noopener\">widespread Middle East conflagration<\/a> is in some ways a repeat of 2022\u2019s Russia invasion of Ukraine and threatens stagflation.<\/p>\n<p data-type=\"paragraph\" data=\"[object Object]\" class=\"css-1akm6h5-Paragraph e1e4oisd0\">The investment question now is whether signs of worry are a reason to buy the dip, or a reason to get out before things get even worse.<\/p>\n<p data-type=\"paragraph\" data=\"[object Object]\" class=\"css-1akm6h5-Paragraph e1e4oisd0\">Start with the comparison to Russia\u2019s disastrous <a data-type=\"link\" href=\"https:\/\/www.wsj.com\/world\/as-war-enters-fifth-year-ukraine-shows-russian-victory-is-anything-but-inevitable-7898d921?mod=article_inline\" target=\"_blank\" class=\"ekxajjj0 css-i0lbhy-OverridedLink\" rel=\"nofollow noopener\">attack on Ukraine<\/a>. Oil prices spiked to $120 a barrel from $90 before the assault as investors priced in disruption to supply. They are still only at $91 today. But in percentage terms, the rise is the same as in 2022, just from a lower level. The <a data-type=\"link\" href=\"https:\/\/www.wsj.com\/business\/energy-oil\/iran-oil-supply-prices-fed22842?mod=article_inline\" target=\"_blank\" class=\"ekxajjj0 css-i0lbhy-OverridedLink\" rel=\"nofollow noopener\">oil market is seriously spooked<\/a>.<\/p>\n<p>Copyright \u00a92026 Dow Jones &amp; Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8<\/p>\n","protected":false},"excerpt":{"rendered":"Investors started the past week confident that the Israeli-U.S. attack on Iran would be another short war they&hellip;\n","protected":false},"author":2,"featured_media":10408,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26],"tags":[5959,488,5964,5979,5956,5977,5961,5962,5955,5980,154,2729,54,5963,5978,911,897,5966,197,5953,34,5970,5968,5973,5969,5972,5971,5974,49,1661,1284,5958,1737,213,5954,39,5975,5957,5976,5960,55,5965,51,5967],"class_list":{"0":"post-10407","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-persian-gulf","8":"tag-armed-forces","9":"tag-asia","10":"tag-ce-exclusion-filter","11":"tag-central","12":"tag-central-eastern-europe","13":"tag-commodity","14":"tag-commodity-financial-market-news","15":"tag-content-types","16":"tag-developing-economies","17":"tag-eastern-europe","18":"tag-energy","19":"tag-equity-markets","20":"tag-europe","21":"tag-factiva-filters","22":"tag-financial-market-news","23":"tag-fossil-fuels","24":"tag-gas","25":"tag-gcapi","26":"tag-general-news","27":"tag-hard-commodities","28":"tag-iran","29":"tag-linki2-wp-wsj-0003400099","30":"tag-linki3-wp-wsj-0003400099","31":"tag-linki4-wp-wsj-0003400099","32":"tag-linki5-wp-wsj-0003400099","33":"tag-linki6-wp-wsj-0003400099","34":"tag-linki7-wp-wsj-0003400099","35":"tag-linki8-wp-wsj-0003400099","36":"tag-middle-east","37":"tag-military-operations","38":"tag-national","39":"tag-national-public-security","40":"tag-north-america","41":"tag-oil","42":"tag-oil-gas","43":"tag-persian-gulf","44":"tag-political","45":"tag-political-general-news","46":"tag-public-security","47":"tag-risk-news","48":"tag-russia","49":"tag-synd","50":"tag-united-states","51":"tag-wsj-pro-wsj-com"},"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/10407","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/comments?post=10407"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/10407\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media\/10408"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media?parent=10407"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/categories?post=10407"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/tags?post=10407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}