Trump’s “America First” focus on homeland security, combined with a rejection of foreign entanglements, appears to be contradicted by his launching a major new war in the Middle East. The Iranian regime has never been weaker, economically and politically.This briefing examines various scenarios for the conflict, including our base case assumption, as well as the potential implications for key sectors.
This briefing examines why the war in the Middle East is happening and the timing. It sets out the goals of each sides and the economic impact of the conflict on the global economy. As well as different scenarios, the report explains our base case for the conflict and what this means for major economies and the outlook for the rest of 2026.
This briefing examines why the war in the Middle East is happening and the timing. It sets out the goals of each sides and the economic impact of the conflict on the global economy. As well as different scenarios, the report explains our base case for the conflict and what this means for major economies and the outlook for the rest of 2026.
Report Scope
- This report discusses the outlook for the Middle East conflict and how it will impact the US and global economy. Key sectors covered in the report include Aerospace, Defense, and Security, agribusiness, automotive, consumer, financial services, oil and gas, pharmaceuticals and travel and tourism
Reasons to Buy
- The Middle East conflict has led to a spike in energy prices with implications for economies across the world. Geopolitics is a concern for all companies across the world, and will only grow in importance
Table of Contents
- Executive Summary
- Iran conflict: causes and consequencies
- Sector analysis
- Appendices
