Geopolitical spillover threatens oil, inflation as Iran risk escalates

TL;DR Summary
Investors fear a protracted Iran-related conflict could disrupt oil flows and fuel inflation, prompting a shift away from risk assets; Brent has climbed, gold and Treasuries are acting as hedges, and analysts warn markets may be underpricing the risk of regime upheaval, though some expect containment if hostilities stay limited.
- Investors brace for a bigger backlash from Middle East war Reuters
- Oil Prices Jump 10% After Iran Attack, Pointing to Economic Risks The New York Times
- Oil prices jump as Iran war threatens shipping through strait of Hormuz The Guardian
- Oil surges and stock futures sink after war in Iran disrupts crude supply CNN
- Oil prices rise sharply in market trading after attacks in Middle East disrupt supply NPR
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