Unhedged What the Israel-Iran war means for markets
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Jun 17, 2025 The hosts examine the Israel-Iran conflict and its surprising lack of immediate impact on global markets. They delve into rising oil prices and the U.S.'s new dominance in oil production, while pondering the geopolitical effects. There's a light touch as they discuss the Federal Reserve's challenges amid these tensions. They also explore Mexico's trade policies affecting industrial real estate and indulge in amusing banter about New York pizza and quirky gadgets, bringing a fun twist to serious market discussions.
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U.S. Dominates Global Oil Supply
- Global oil markets are less sensitive to Middle East conflicts now due to U.S. energy production dominance.
- The U.S. produces twice as much oil as Saudi Arabia, diminishing Iran's market impact.
Tacit Limits in Israel-Iran Conflict
- Israel and Iran appear to have tacit rules limiting their war escalation.
- Neither side has attacked critical export facilities or blockaded major shipping routes yet.
Markets Resilient Amid Geopolitics
- Global equity markets have shown resilience despite Middle East tension.
- Investors have been quick to buy dips, reflecting either euphoria or rational optimism.