Stock Market Impact: Defensive US strikes and uncertainty over the ceasefire may heighten geopolitical risk, potentially pressuring oil prices and overall market sentiment.
Listed Companies and Sectors: Energy and shipping firms operating in the Strait of Hormuz could face operational disruptions; defence contractors may see increased demand.
Investment Flows: Heightened tension could deter short‑term foreign portfolio inflows into the region while prompting safe‑haven flows.
Interest Rates, Inflation, and Liquidity: No direct monetary policy actions mentioned; indirect effects may arise from commodity price movements.
Fiscal or Monetary Policy: No fiscal or monetary measures disclosed.
