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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 6 of 6
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 6 of 6
> "For Iran, this is seen to be a regime change war with objectives of overthrowing or destabilizing the Islamic Republic in a significant way." - **Sanam Vakil** [[00:01:03](https://youtu.be/viwqwKpVHOE?si=IgCOSk3fZwu63IRQ&t=1m3s)] > "The system or what remains of it is fighting for its very survival with the aim to spread the costs of the war horizontally and as widely as possible so that when offramps do…
*Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs*
"For Iran, this is seen to be a regime change war with objectives of overthrowing or destabilizing the Islamic Republic in a significant way." - Sanam Vakil [00:01:03]
"The system or what remains of it is fighting for its very survival with the aim to spread the costs of the war horizontally and as widely as possible so that when offramps do…
Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs
"I think the market is pricing in a higher inflation shock in response to the spike in energy prices that you've seen as a result of the conflict." - Kamakshya Trivedi [00:00:47]
"It hasn't really been a growth shock that's been priced. That's the shoe that's left to drop." - Kamakshya Trivedi…
Goldman Sachs: Asset classes perform amid geopolitical events
Following the military campaign by the U.S. and Israel resulting in the death of Iran’s Supreme Leader, Ayatollah Ali Khamenei, global energy markets are facing heightened volatility. This summary outlines the strategic implications for supply, pricing, and the broader economy.
Immediate Disruptions & Infrastructure Impact The conflict has moved beyond regional tension into a "tail risk" scenario involving…
Top of Mind: Americas First (Jan 2026) | Goldman Sachs | (Click Source)
