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

Published on 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.

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Surging Oil Prices Threaten Market Consensus Views

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