Gulf Shipping Disruption
−1.3%
Iran avoids direct mass-casualty attacks on US bases but activates naval, missile, and drone units around the Persian Gulf. Even limited harassment of tankers or US naval assets would quickly raise oil-risk premia and insurance costs.
What it moves
- Energy+3.0%
- Consumer Services−2.6%
- Riskier companies' borrowing costs
- Market volatility
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