Market impact of war28 Feb 2026 15:49
The markets will certainly react on Monday in ways that go far beyond oil prices. Insurance premiums for shipping through the Strait of Hormuz, airline rerouting costs, defence stocks, energy futures, all of it reprices simultaneously. What's different about this conflict compared to previous Middle East escalations is the stated objective. This isn't a limited strike with an off ramp built in. When the goal is regime change rather than deterrence, the timeline and cost become impossible to predict. Every investor should be scenario planning this weekend because the second and third order effects on energy costs and travel will hit faster than most expect. The economic disruption from Dubai alone shutting down ripples through every industry that depends on Gulf connectivity.
A few concerning days ahead. It’s about capital protection as a priority.