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Markets set to be roiled by Trump’s Iran Consequences
Blain’s Morning Porridge, April 2nd, 2026 – Markets set to be roiled by Trump’s Iran Consequences
“To go into any war without a Plan B is bad decision making. To declare war without Plan A defies logic.”
Oh dear. Last night’s explanation of the War did not go well. What changed except a more unstable and fractured global economy and rising trade, supply chain and conflict risks? When markets are priced for perfection – what happens when reality intrudes. I see bad things arising.
The market reaction to the Presidential Address says it all. Oil Up. Stocks Down. Was last night the moment…
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