What’s really shaking the markets? Goldman says it isn’t the Iran war
The conflict in the Middle East has fueled the recent spike in equity volatility, Goldman says, but the firm’s macro strategy research team sees an ongoing structural rise in long-term volatility beyond the war’s end.
Iran escalation an opportunity to buy more stocks: JP Morgan

“…current geopolitical escalation should ultimately be an opportunity to add, as fundamentals are positive,” even as markets brace for volatility.
Investors anxious over Iran crisis

The fast‑moving conflict across the Middle East is heightening investor anxiety and strengthening the case for safe‑haven trades such as treasuries, gold and the Swiss franc. Macro traders said all eyes will be on energy markets when trading fully reopens on Monday, with early indications of volatility also expected when the US dollar and other […]