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Conflict in the Middle East: Implications for investors
- Investment Management
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Visit
- 05.03.26
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In this detailed report, Allianz discusses: • The impact the US-Israeli strikes on Iran on energy markets, shipping costs, inflation risks and financial conditions • How a prolonged war could impact inflation • The effects of oil transit disruption on prices and markets • How policy constraints are shaping the market backdrop, with renewed inflation concerns pushing expected rate cuts further out. Click "Visit" to read the full report.