US-Iran War Shakes Global Markets

The military tension between the US and Iran, scheduled to begin in 2026, is profoundly affecting not only geopolitical balances but also global financial markets. It is estimated that over $2 trillion in market value has been wiped from US stock markets since the start of the war, and investors have begun to avoid risk due to rising energy prices and economic uncertainty.

Sharp Sell-Off Wave in Markets Following the Start of the War

Tensions in the Middle East escalated rapidly after the US and Israeli military operations against Iran in February 2026. This development caused investors to worry about global economic growth and energy supply.

According to analysts, the total market value of S&P 500 companies, in particular, has fallen by approximately $2 trillion. This decline is seen as linked to the rapid rise in energy prices and the fear that the war could escalate into a wider regional conflict.

Oil Shock and Energy Crisis Concerns

One of the most significant factors shaking the markets has been the sharp rise in energy prices. Following the clashes, Brent crude oil prices quickly rose above $100, with some analysts pointing to the risk of further price increases.

Iran's activities around the Strait of Hormuz and the tanker attacks have caused significant disruptions to the strategic energy corridor through which approximately one-fifth of global oil supply passes. This has led to increased energy costs and increased selling pressure in global markets.

Safe Haven Seeking on Wall Street

As uncertainty increased, investors began to move out of equities and into safe-haven assets such as US Treasury bonds and gold. Significant outflows were also observed in large mutual funds, accelerating the decline in the stock market.

Financial institutions state that if the war continues, the global economy could face the following risks:

Re-emergence of global inflation due to high energy prices

New disruptions in supply chains

Slowing global growth

Deeper corrections in stock markets

The Critical Question for Markets: How Long Will the War Last?

According to Wall Street analysts, the most critical factor determining the direction of the markets will be the duration of the conflict. If the war is contained quickly, a rapid market recovery may be seen. However, they warn that if energy supplies are disrupted for an extended period, US stock markets could experience even greater losses.

As of today, the US-Iran war is not only a military conflict but also considered a potential major economic crisis affecting global energy, trade, and financial markets.
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