The aBP Weekly: The Iran Drone Defense Gap
- Henriot Investment Management LLC
- Mar 16
- 4 min read
Markets navigated another turbulent week as geopolitical tensions and mixed economic data reshaped investor expectations. Oil prices swung sharply following developments tied to the conflict involving Iran, reigniting inflation concerns just as economic growth indicators began to soften. Despite this uneasy mix of rising price pressures and slowing growth, equities held up better than many expected. Investors appear to be assuming the geopolitical disruption will be temporary rather than structurally damaging to the global economy.
