Surging Oil Prices Threaten Market Consensus Views

Published on March 11, 2026

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

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Iran Conflict Continues to Pressure Markets as Oil Surges and Growth Risks Rise

March 11, 2026
The ongoing conflict involving Iran and the disruption to energy markets has moved beyond headline risk and is now influencing expectations for growth, inflation and policy. As of March 9, oil prices briefly breached the $100 per barrel threshold — a development that shifts the macro conversation compared to last week.

Stuck Between Iran and a SaaS Space

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.