Stuck Between Iran and a SaaS Space

Published on March 11, 2026

The Treasury market is stuck between artificial intelligence (AI)-driven job displacement and the ongoing conflict in Iran. Earlier in the year, Treasury yields fell sharply as investors weighed the possibility that accelerated AI adoption could slow economic growth by displacing labor.

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Surging Oil Prices Threaten Market Consensus Views

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Ongoing military actions in the Middle East have increased investor uncertainty. Of course, geopolitical risk has always existed, and this time is no different.

Private Markets Implications

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On February 27, 2026 the United States and Israel launched a coordinated strike on Iran’s leadership, killing Ayatollah Ali Khamenei and many of the leadership team. Since the initial attack, a torrent of strikes has continued, designed to take out Iran’s ballistic missiles and leadership apparatus.