🚨Iran is now warning that it may use force to challenge the U.S. naval blockade, after officials described the move as an effective act of war.

A response could reportedly come within days, possibly by next week, keeping geopolitical risk elevated and adding more pressure on global markets.

This is not the kind of escalation investors want to see right now. Markets hate uncertainty, and a direct clash around the Strait of Hormuz would only increase fears around oil, inflation, and risk assets.