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Source document· April 9, 2026
Morning Brief: Where things stand with Iran
View original at finance.yahoo.comMorning Brief: Where things stand with Iran 👋 Good morning! As the song says, what a difference a day makes. A two-week pause on hostilities sent oil back into the mid-90s and stocks up and to the right as the Strait of Hormuz creaked open and ships tried to figure out whether it was safe to pass…
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Iran war would increase inflation and delay rate cuts
60% confidenceThe CBK effect is very real
60% confidenceSemiconductor market forecast for 2026 is $1.3 trillion with Nvidia, Broadcom, Marvell, and AMD as top drivers
60% confidenceThe temporary peace with Iran would involve the Strait of Hormuz reopening completely
60% confidenceInflation expectations could improve quickly if Strait of Hormuz reopens
60% confidenceCustomers will simply grit their teeth and pay more for air travel
60% confidence