US Strike on Iran: How Will Markets React

The US strike on Iranian nuclear facilities is likely to trigger a surge in oil prices and boost demand for safe-haven assets, according to analysts interviewed by Reuters. The long-term impact will depend on Iran’s response.

At Monday’s market opening, analysts anticipate oil prices to rise sharply above $80 per barrel. Since Israel’s initial strikes on Iran, oil has already climbed by 18%, reaching its highest level since February 2025. However, this surge may be short-lived.

Should tensions ease and negotiations resume, investors expect a swift correction in the oil market. In a less optimistic scenario, Reuters sources do not rule out oil climbing to $100 or even $130 per barrel.

Such an outcome could occur if Iran significantly reduces oil production or if shipping through the Strait of Hormuz is disrupted.

Stock markets are expected to react with a correction. Safe-haven assets are likely to benefit. Demand for gold and US Treasury bonds will increase. At the same time, capital outflows from riskier assets could push the US dollar higher, analysts suggest.

If oil prices remain elevated for an extended period, inflationary pressure in the US will intensify. This would reduce the likelihood of the Federal Reserve easing its monetary policy.

In a worst-case scenario, analysts forecast annual inflation in the US to reach 6% and expect the Fed’s current interest rate to remain unchanged until year-end.

Earlier, Kursiv Uzbekistan reported that the US used B-2 strategic bombers in the strike.