Recent geopolitical developments, including reported US and Israeli deliberations regarding potential strikes on Iran and Iranian hardliners' calls for nuclear capability, have prompted economists to reassess geopolitical risks as a structural market factor rather than an isolated shock.

While unverified reports suggest heightened tensions in the Strait of Hormuz and regional instability, these claims require further confirmation. Consequently, financial analysts are increasingly integrating geopolitical variables into their models, acknowledging that such factors now significantly influence market dynamics.