Iran war
Discussion focused on the war’s effects on energy supply, inflation, rates and risk assets. Several speakers said the conflict had lifted energy prices and long-term yields, while also creating unusual cross-asset dispersion and portfolio opportunities 58. Views differed sharply on whether the war would resolve soon or become a prolonged, strategically inconclusive conflict 813. China’s demand reduction and reserve position were repeatedly cited as reasons the oil shock had been less severe than expected 39.
Where the voices land
Nobody took a position in august 2026.
Mentions
16 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Gary Bohm 3 mentions
- Luke Gromen 3 mentions
- Max Wiethe 2 mentions
- Jack Farley 2 mentions
- Warren Pies 2 mentions
- Joseph Wang 2 mentions
- Trinh 2 mentions
- Bob Elliott 1 mention
See what your own voices say about Iran war, every morning.
Start a desk