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'We simply don't know' - JP Morgan struggling to forecast oil prices due to US-Iran war

geopolitical_conflict_energy_shockMiddle EastBBC18 Sept, 17:57 UTC

Context

'We simply don't know' - JP Morgan struggling to forecast oil prices due to US-Iran war  BBC Oil's shrug emoji era  Axios Opinion | The Iran war has disrupted oil markets. The fallout goes beyond that.  The Washington Post Energy markets grapple with Iran war uncertainty: 'We simply don't know how to model the endgame'  Yahoo Finance JPMorgan drops Iran war oil forecast as redlines are crossed  qz.com

What it means

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
/ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

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Not investment advice · for informational purposes only. Generated 3h ago