Iran's Pain Tolerance Seen Higher Than Many Think -- Market Talk

Dow Jones03-23

0658 GMT - If the Iran-Iraq war is any guide about Iran's thinking, then Iran's tolerance for pain is way higher than many analysts think, Jefferies' Mohit Kumar says in a note. Also, negotiations and an end of war may be much trickier than U.S. President Trump might be thinking, the global economist says. As the war might be longer than investors were hoping for, "we could see further risky asset repricing and increased focus on stagflation/recession risk than is currently the case," Kumar says. Positioning is not yet clean in a number of assets as investors were hoping for a quick end to the war, so some more position squaring may be due, he says. (emese.bartha@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 02:58 ET (06:58 GMT)

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Positioning is not yet clean in a number of assets as investors were hoping for a quick end to the war, so some more position squaring may be due, he says. 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