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Last updated: 2026-04-06 18:45:31 ET
Pulse AI Brief
Updated Apr 6, 2026 5:02 PM ET
The escalating Iran conflict is driving oil prices higher and triggering broad inflation across the services economy, with companies already curbing employment in response. The largest segment of the U.S. economy decelerated in March as energy costs spiked, forcing a strategic reassessment among institutional investors.
Jefferies is advising clients to shift into dividend-paying defensive stocks as the conflict drags on, signaling expectations for sustained volatility and margin pressure. Software and growth equities remain under pressure as inflation concerns resurface, while energy and utility sectors face competing headwinds from both higher input costs and potential policy shifts.
A prolonged Iran war threatens the Fed's inflation narrative and could force rate expectations higher, undercutting the equity rally that began in January. Geopolitical risk premiums are now pricing into commodities and defensive positioning, a reversal from the AI-driven growth narrative that dominated early 2025.
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