In this paper, we discuss:
• The global economic and financial impact of the US-Israel strikes on Iran;
• Energy market risks, including potential disruptions in the Strait of Hormuz;
• Financial market reactions across equities, bonds, commodities, and crypto;
• The return of safe-haven flows to the dollar and gold;
• The role of alternative assets, with Bitcoin rebounding;
• How the crisis could reshape global capital flows and inflation dynamics;
Download PDF: Iran – March2026
