Oil Spikes, Safe Havens Shine, And The Middle East Reorders

March 2, 2026 | Season 8 | Episode 5

We track a fast-moving conflict in Iran, explain how oil shocks and safe-haven flows hit stocks and bonds, and place the turmoil in a century-spanning Middle East context. Then we shift to earnings, jobs data, AI’s pressure on software, utilities’ power surge, airlines, and income strategies.

• war escalation and immediate market impact
• oil spike, gold strength, dollar bid
• 10‑year yield dynamics and inflation risk
• historical arc from 19th century empires to a reordered Middle East
• OPEC supply signals and shipping insurance stress
• earnings slate and February jobs setup
• AI demand for power and utility growth cases
• airline valuation debate amid travel uncertainty
• rethinking 60/40 with annuities and global equities

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