Iran War Unwinds Investor Bets on Trump's Tariffs, Triggers Global Market Shock

• The Iran war, now in its second month, has caused an unprecedented oil shock, unwinding investment strategies based on Trump's tariffs.
• Global stocks have lost $14 trillion, bonds swung sharply due to inflation risks, and emerging markets face exits due to oil import reliance.
• Oil prices could surge to $150-$200 a barrel if the Strait of Hormuz closure persists, impacting global energy flows.
• The US dollar has strengthened significantly, benefiting from its safe-haven status and the US's position as a top oil producer.
• Despite Trump's comments on a swift exit, a resolution to the energy crisis and a return to pre-war market dynamics will take time.