60 days of war market dislocations and global repricing

2026

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This report analyzes the significant market dislocations and global repricing that occurred in the 60 days following the US/Israel strikes on Iran.

* Examines the impact on energy and commodities markets, including oil price shocks and natural gas price divergence.
* Details the mixed performance of global equities across different regions and sectors.
* Assesses changes in rates, credit spreads, and currency volatility in response to the geopolitical events.

Tags: war, market dislocations, global repricing, commodities, equities

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