Military Risk Returns
−1.3%
The no-evidence finding fails to prevent a renewed security crisis, either because Israel distrusts the IAEA assessment or because Iran responds aggressively to inspection demands. This is less likely than a diplomatic stalemate but remains plausible given the 2025-2026 strike history.
What it moves
- Energy+2.5%
- Consumer Services−2.0%
- Riskier companies' borrowing costs
- Market volatility
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