#IsraelIranConflict
### ⚡ Iran-Israel Conflict: Market Impact Snapshot
**1. Oil Surge & Energy Volatility**
- **Price Spike**: Oil surged **7%+** (Brent: $75/barrel), the largest single-day jump since March 2022 .
- **Key Risk**: Potential disruption to the **Strait of Hormuz** (20% of global oil supply). If blocked, prices could spike to **$100–$120/barrel** .
- **Sector Shift**: Energy stocks rallied (Exxon +2.2%), while airlines plummeted on fuel-cost fears (United -4.4%, Delta -3.8%) .
**2. Global Stock Sell-Off**
- **U.S. Markets**: Dow plunged **770 points** (-1.8%), S&P 500 fell **1.1%**, Nasdaq dropped **1.3%** .
- **Europe/Asia**: Germany’s DAX down **1.3%**, UAE stocks fell **1.9%** (real estate/insurers hit hardest) .
- **Winners**: Defense stocks rallied (Lockheed Martin +3.7%) amid escalation risks .
**3. Safe-Haven Rush**
- **Gold** jumped **1.4%** (near record highs) .
- **U.S. dollar** strengthened as investors fled risk assets .
**4. Inflation & Central Bank Risks**
- Every **10% oil rise** could add **0.4% to global inflation** .
- Fed rate cuts may be delayed if energy prices persist, complicating policy amid existing tariff tensions .
**5. Regional Fallout**
- **Israel’s shekel** fell **1.8%**; emergency measures triggered panic buying .
- **Shipping**: Red Sea reroutes could resume, raising freight costs .
> **Analyst Take**: "If the conflict closes the Strait of Hormuz, expect *nasty* global market effects. But without escalation, prices may stabilize quickly." — Elias Haddad, BBH .
**💡 Bottom Line**: Markets priced in **short-term risk**, but prolonged conflict could reignite inflation, strain trade, and delay monetary easing. Monitor Hormuz and retaliation risks .
*Sources: BBC, Axios, Reuters, DW, Forbes*
