As we reach Day 60 of the ongoing conflict with Iran, its financial, political and economic consequences are continuing to show up across markets in real time. The impact is meaningful, though it is not unfolding evenly, with different sectors, regions, and parts of the economy absorbing it in different ways.

With developments and headlines shifting daily, clarity becomes essential. This month’s blog looks beyond the headlines to focus on how the war is showing up in markets today. The aim is to understand how these developments are being reflected in market behavior, how that differs across geographies, and how taking a behavioral lens can help stay focused in a shifting environment.

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