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Fire and smoke rise into the sky after the Israeli attack on the Shahran depot depot on June 15, 2025 in Tehran, Iran.
Getty Images | Getty Images | Gets the image
Global investors can underestimate the influence of the conflict between Israel and Iran, who watched the markets on Monday when the shares were rallied, despite the escalation of the War in the Middle East.
Two regional powers Continued the shopping fire on Mondaymarking the fourth consecutive day of the fighting from Israel Last week launched air strikes against Iran.
Despite the permanent fighting – with Hundreds died dead – Global stock markets supported a positive impetus on Monday, seemingly giving up more problems about the conflict.
Rus Mold, Director of Investment at AJ Bell, on Monday warned that the risk markets are not in cost, “the risk of a major fire in the Middle East”, especially when it comes to the energy market.
European shares open wide above on Monday, with Asian-Pacific stocks and American futures Also trade in green. Even the indexes in the Middle East saw a profit on Monday, and the Tel -Agiva Index was 35 last seen as 1% after falling 1.5% last week.
“This is partly because there are so many moving parts and geopolitical reasons, and partly because potential results are so incredible,” Mold said. “In the worst case, oil prices and shares will be the least of our worries.”
In the morning note on Monday, David Rosh, a quantum strategy strategy, warned that the conflict between Israel and Iran “would last longer than Israeli lightning -habitable market.”
Torbjorn Soltvedtp, Chief Analyst at the Middle East Verisk Maplecroft, agreed, saying that the escalation remained a “huge concern”.
“What we have now is quite different, and what we see is an effective war and open,” he said “Squawk Box Europe”.
“And, of course, this is what has huge consequences not only for the region, but also for energy markets and how they interpret what is happening. You know, a minute per minute and a day.”
The energy markets most transferred the news about the attacks when the conflict of Israel and Iran started supply problems.
Until Friday noted the biggest one -day income For raw materials from a full-scale invasion of Ukraine in 2022, however, the world benchmark for rude futures-the last time I saw $ 73.75 per barrel. In the fault of Moscow’s invasion of the Ukrainian territory.
“Lull is the most likely result to the next escalation when Iran rejects Trump at the top,” Rosh said. “The market is likely to make a mistake for a lasting peace. I would use lull to acquire energy assets as a safe shelter.”
“Very modest” reaction in the market
However, some market observers take a slightly less pessimistic view.
In a note on Monday, Jim raid Deutsche Bank noted that while Iran and Israel traded sealing blows, they still avoided the “most extreme escalation steps.”
“As geopolitical upheaval becomes more frequent, it seems, at least annually, we refer to the work of our own capital strategists about the impact of such upset and how much time it takes to restore the market,” he said.
“Typical picture for S&P 500 3 weeks after the shock after 3 weeks after 3 years after another 3, “said the raid.
Philip Giysels, BNP Paribas Fortis strategy, said on Monday CNBC that he believes that the market is correct in order not to appreciate the great escalation, for example, involved in playing or blocking the mountainuz.
The Strait of the HillLocated between Iran and Oman is a vital oil transit route, which transports millions of oil barrels every day.
“However, the market reaction was very modest, so there is a place for disappointment when everything will grow,” Hajsels admitted on Monday.
