Unpacking Motivations: Four Scenarios to an End to the War With Iran episode artwork

EPISODE · Mar 13, 2026 · 6 MIN

Unpacking Motivations: Four Scenarios to an End to the War With Iran

from Stifel SightLines Podcast · host Stifel Investment Strategy

In this episode, we discuss the strategic off-ramps for the U.S./Israel-Iran war. We’ve seen energy prices and inflation fears rise, but the long-term outlook depends on which of our four scenarios unfolds. We analyze the motivations of each party and share our probability-weighted views on the path forward for global markets. Check out Sight|Lines to unpack these events. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

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Unpacking Motivations: Four Scenarios to an End to the War With Iran

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