Major Escalation in the Middle East Adds Fresh Uncertainty for Markets

In the latest commentary, the Cetera Investment Management team breaks down the recent escalation in the Middle East, what it could mean for energy markets and inflation, and why global equities may avoid a disorderly selloff. 

• Military escalation involving the U.S., Israel, and Iran has increased geopolitical risk and energy market volatility.
• Oil prices have moved higher, but broader financial conditions remain orderly.
• While uncertainty has increased, markets are not exhibiting signs of systemic stress.

While this analysis focuses on markets, we recognize that these events affect the lives of many people in the region. We approach this update with that awareness as we discuss the potential economic implications.

As always, please reach out to us if you have any questions.