Oil is an asset of trust, and trust starts to fracture when oil tankers become strike targets, says Stephen Innes, managing partner of SPI Asset Management

Oil prices soar to highest in more than a year due to Iranian attacks on tankers 

Investors now it is more important to follow not political statements, but the structural weaknesses of importing countries, for which this conflict may become critical, JPMorgan strategist believes

The bottleneck: how the Iran crisis is reshaping the energy risk map

According to Bloomberg, the operator of the oil tanker is a unit of Angola's oil state company

Tanker attacked off Iraq coast, largest since Iran crisis began - Bloomberg

A U.S. Navy convoy for tankers passing through the Strait of Hormuz is unlikely to reduce oil traders' concerns about possible supply disruptions, analysts at Bloomberg Economics said

Three ships instead of a hundred: what is happening in the Strait of Hormuz

Exxon Mobil Corporation

Chevron Corporation

Occidental Petroleum Corporation

Shell plc

BP p.l.c.

On Wednesday, Brent and WTI crude oil prices pulled back slightly from the highs reached on Tuesday

Goldman Sachs and UBS have raised their oil price forecasts. Why could it reach $100?

JPMorgan analysts expect European stocks to underperform U.S. stocks amid the war in the Middle East, MarketWatch <a href="https://www.marketwatch.com/story/why-one-of-the-years-surprising-hot-trades-has-quickly-gone-off-the-rails-6aa35859?mod=newsviewer_click">writes</a>. A sharp rise in gas prices increases risks for the European market, given the region's dependence on energy imports, the publication notes.

JPMorgan expects EU stocks to lag US stocks amid Iran war. What's wrong?

Small caps are more vulnerable than large caps to further escalation of the conflict in the Middle East, according to a BofA <a href="https://www.investing.com/news/stock-market-news/russell-2000-how-exposed-is-it-to-the-iran-shock-4537982">note</a>. The main risk is a stagflation shock triggered by higher oil prices. At the same time, small caps tend to recover faster than their large-cap peers after risk-off periods, BofA points out.

BofA: Key risk for small caps in Iran conflict is oil-driven stagflation shock


European indices recoup losses after Tuesday's drop and collapse in Asia

Stocks in Europe rise fast in defiance of Trump and war threats What else is in the markets

Analysts consider the most optimistic outcome for the market as well as the most unlikely one

Bloomberg described four scenarios for the development of the Iranian crisis: from shock to bullish

The escalation of the conflict in the Middle East continues for the fifth day. What is happening in the markets and what analysts say about it - we have collected the main points.

Oil storage tanks full, gas at a three-year high: fifth day of war in Iran

Samsung Electronics Co., Ltd.

SK hynix Inc.

NVIDIA Corporation

Amazon.com, Inc.

Alphabet Inc.

Major technology companies - Nvidia, Amazon and Alphabet - have stepped up security measures for employees in the Middle East region. Sam Altman, head of OpenAI, said at a meeting with employees that the company does not make decisions about how its technologies are used by the Pentagon. About these and other topics - in our review of key events by the morning of March 4.

Morning Highlights: Asian markets fall, Anthropic's Claude tops the leaderboard

Stocks are trading from headline to headline, and investors are still finding it difficult to assess the risks associated with the conflict in Iran, analysts say