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Oh No Here It Comes Again That Funny Feeling

Oh No Here It Comes Again That Funny Feeling

By Ben Hunt

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March 12, 2026

After all these years, I’ve got a pretty good ear for narrative trial balloons that are inserted into the public discourse. And right now my ear is telling me that the United States intends to dramatically expand its attacks on Iran to include civilian infrastructure, maybe as early as this weekend.

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By Ben Hunt

A Perscient exclusive product that reveals the deeper meaning of the stories shaping markets, events, and our world. Updated every week.

PULSE - March 24, 2026

Geopolitical Shock, Inflation Re-Acceleration, and a Cooling "Sell America" Narrative Reshape Market Positioning in the Shadow of the Iran War

EXECUTIVE SUMMARY

- The Iran War's closure of the Strait of Hormuz has simultaneously triggered the sharpest weekly surge in inflation expectation language and a broad risk-off posture, yet traditional safe-haven narratives — gold, Swiss franc, yen, and Treasurys — have all declined. This reveals an unusual environment in which the energy-driven repricing of interest rates is disrupting conventional flight-to-safety playbooks, leaving investors caught between rising geopolitical risk and an inability to seek shelter in the assets that have historically served that purpose.

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