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Oil War

1 bear · 1 neutral · exact words, dated and sourced

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Neutral leaning · 2026-07-28
his escalation timeline if Iran does not deal. SEVERE truncation risk: the fragment drops the whether-or-not conditional; never card without it
“back in military action in days or weeks”
Mike Pence · Former US Vice President · Bloomberg Television ↗
Bear 2026-07-27
the market's Iran assumption breaking. 'we' = the market's pricing, not an RBC position
“We've been pricing in de-escalation since March 30th. It's getting harder and harder”
Lori Calvasina · RBC Capital Markets (head of US equity strategy) · CNBC ↗

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