Are Markets Just Plain Wrong to Keep 'Looking Through' The Iran War?

About this episode

The episode discusses whether markets are underestimating the long-term risks associated with the Iran war and other geopolitical tensions.

Markets have continued to hit new highs despite escalating geopolitical tensions and a major energy shock, raising questions about whether investors are underestimating long-term risks such as inflation and rising interest rates. The hosts argue that while markets often look through geopolitical events, today’s slow-burning crisis—combined with weak real income growth and fiscal pressures in countries like the UK—may be more consequential than current optimism suggests. See omnystudio.com/listener for privacy information.

People in this episode

Host: Merryn Somerset Webb

Topics covered

• geopolitical tensions
• market analysis
• inflation
• interest rates
• energy shock

Keywords

• markets
• Iran war
• geopolitical risks
• inflation
• interest rates
• energy shock
• real income growth

Mentioned in this episode

Organizations: Bloomberg

Places: Iran, UK

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