Limited Security Escalation
−1.3%
The inspection blockade increases Israeli and Gulf concerns that Iran is using the three-month window to conceal enrichment activity or weaponization work. The likely escalation is limited and deniable rather than an open regional war, but crude and volatility would react more sharply.
What it moves
- Energy+3.0%
- Consumer Services−1.3%
- Market volatility
- Riskier companies' borrowing costs
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