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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
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Sign InBob Elliott, CIO of Unlimited, has warned that financial markets are showing dangerous complacency regarding the risk of a prolonged conflict involving the U.S., Israel, and Iran. Elliott suggested that the recent reversal in oil prices reflects a misunderstanding of geopolitical dynamics rather than a genuine decrease in risk. He emphasized that the logic of war differs fundamentally from trade-related themes like tariff policies, noting that Washington lacks full control over the escalation path. According to the analyst, the current market pricing fails to account for the potential return of a significant geopolitical risk premium. Consequently, instruments such as WTI and Brent crude could face sharp upward pressure if conflict persists or escalates unexpectedly, threatening global energy security.