Iran's peace terms, especially sovereignty over the Strait of Hormuz, are likely a deal-breaker for the U.S.
The long-term inflationary impact of high energy prices on food and the cost of living, which could persist even if the war ends.
Potential for social unrest, akin to the Arab Spring, in nations hit hard by rising food prices.
The U.S. will be blamed internationally for the economic fallout, damaging its geopolitical standing and the prospects of its multinational corporations.
Opportunities Identified
A successful de-escalation of the U.S.-Iran conflict could provide significant relief to energy and equity markets.
The $93 billion Artemis program creates substantial commercial opportunities for private space companies like SpaceX and Blue Origin.
Consumer shifts from high-priced beef to cheaper proteins like pork present a market opportunity for producers in those sectors.