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Iran War and Global Capital Rotation: Where Should Investors Hide?
The Iran conflict is triggering a global capital rotation across oil, U.S. Treasury yields, the U.S. dollar, and gold. This article explains how geopolitical risk is influencing inflation expectations, monetary policy outlook, and cross-asset market positioning.
IUX
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87日前
Markets Turn Risk-Off as Middle East Tensions Escalate | 9th March, 2026
Markets shift into risk-off mode as escalating Middle East tensions push oil above $110 and drive demand for safe-haven assets. The US Dollar Index rises above 99.50, equities drop with S&P 500 futures down over 2%, and AUD/USD weakens below 0.7000 as investors reduce exposure to risk-sensitive assets.
Moneta Markets
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87日前
Shocking NFP: −92K Jobs. What Happens Next?
The 06 March NFP report delivered a major surprise to the market. Instead of the expected +58K jobs, the US economy lost 92K ones. Even more alarming was the private sector: −86,000 jobs, the worst reading since December 2020. This is not just a miss — it is a clear signal that the labor market may be weakening much faster than anticipated.
Headway
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89日前
The dollar outperforms safe-haven assets
The US dollar is behaving like a classic safe-haven asset. It followed the S&P 500, which fell at the start of trading but then saw investors buy the dip. As a result, EURUSD managed to recoup most of its losses, even amid positive unemployment benefit claims data and expectations of strong non-farm payrolls figures.
FxPro
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89日前
Event Preview: Nonfarm Payrolls (Feb)
The current forecast — around 58K jobs vs 130K previously — indicates that the market expects a noticeable slowdown in hiring. If this slowdown is confirmed and continues for several months, it could signal that the labor market is moving from a tight expansion phase toward a more balanced state.
Headway
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90日前
US NFP report awaited amid Iran war
Dollar rebounds as Middle East war rages - Nonfarm payrolls on tap as investors scale back Fed cut bets - WTI crude rallies above $80 per barrel, gold remains subdued - Wall Street slips as risk aversion intensifies
XM Group
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90日前
Ethereum held above the long-term uptrend
The crypto market cap has fallen by approximately 2% over the past 24 hours to $2.41 trillion. The market is cooling after a mid-week surge, consistent with the trend of large capital selling on the growth.
FxPro
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90日前
EUR/USD Under Pressure: Middle East Risks Outweigh All Else
EUR/USD is holding near 1.1620 on Friday, with the US dollar on track to gain approximately 1% by the end of the week. The dollar is benefiting from safe-haven demand amid the escalating conflict in the Middle East and rising crude oil prices.
RoboForex
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90日前
Markets Cautious Ahead of US NFP as Oil Rises on Middle East Tensions | 6th March, 2026
Markets trade cautiously ahead of the US Nonfarm Payrolls report, with traders awaiting signals for Fed policy. Gold edges higher but remains on track for a weekly loss, while GBP/USD and AUD/USD gain slightly as the Dollar consolidates. Meanwhile, WTI crude rises above $78 on Middle East supply fears, keeping volatility elevated.
Moneta Markets
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90日前
What Really Drives Petrol Prices?
Global fuel prices are driven by crude oil markets, geopolitical tensions, refining capacity, and taxes, with disruptions like the Strait of Hormuz having a significant impact on costs.
VT Markets
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90日前
EBC Markets Briefing | Crude prices down from highs; UPS shares skid
Oil fell for the first time in six days as Washington weighs market intervention. Brent crude showed stability amid US inventory rise and Iran conflict risks.
EBC Financial Group
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90日前
Middle East Tensions Weigh on Rate Cut Hopes Ahead of U.S. Jobs Data
The market awaits tonight's February NFP report. Payroll growth is expected to slow sharply to 60,000 (from 130,000), with unemployment holding at 4.3% and wage growth at 3.7%. As the Middle East conflict shifts the narrative from "energy fears" to "inflation reassessment," this data refocuses the market on economic fundamentals, as rate cut expectations have already been scaled back.
ATFX
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90日前
US Natural Gas Faces Volatility as Geopolitical Risks and Supply Fears Escalate
US natural gas prices dip slightly but are up for the week, as escalating tensions in the Middle East and tight supply concerns continue to drive market sentiment.
VT Markets
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90日前
USDJPY Stays Elevated: Can the Dollar Continue to Outperform the Yen?
USDJPY strengthens amid Middle East conflict and oil price surge, with the dollar remaining firm as a safe-haven asset despite Japan's concerns over rising energy costs.
VT Markets
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90日前
EU50 Drops as Energy Concerns Weigh on Market Sentiment
European equities decline amid rising oil and gas costs, prompting investor caution and market pullbacks.
VT Markets
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90日前
Oil Prices Rise as Middle East Conflict Disrupts Key Energy Route
Oil gains as geopolitical tensions disrupt shipping through a critical global energy route and tighten supply conditions.
VT Markets
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90日前
When The Payroll Momentum Slows: What A Much Lower NFP Forecast Means for Markets
Ahead of the 06 March 2026 US Non-Farm Payrolls release, the market consensus forecast has dropped to roughly 58K jobs, compared to the previous reading of 130K. In other words, the labor market will likely create about 2.25 times fewer jobs than in the previous report. Why is the forecast that low?
Headway
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90日前
The dollar is rising again on renewed inflation fears
On Wednesday afternoon, a New York Times report suggesting that Tehran had contact with the CIA regarding potential negotiations triggered the sharpest rise in EURUSD in a month.
FxPro
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90日前
Dollar rebounds as Iran war enters sixth day
Dollar pulled back on Wednesday on NYT report - Rebounds on Thursday as Iran strikes Israel - Investors further scale back Fed cut bets on inflation concerns - Oil extends gains, gold rebounds, Wall Street shows resilience
XM Group
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91日前
Crypto: An encouraging rebound in a bear market
The crypto market cap rose 4.8% to $2.45 trillion, then climbed to $2.50 trillion at the end of the day on Wednesday, a four-week high. This is a strong indication of a base forming and a reversal to growth.
FxPro
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91日前
