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<p>Citigroup pointed out that during the "tanker war," tanker transportation volume decreased by 20%, the U.S. military deployed escorts, and oil prices peaked after a U.S. vessel hit a mine. The S&P 500 maintained an upward trend throughout this period, similar to the current situation; it suggested an overweight position in large-cap U.S. technology stocks while avoiding small-cap stocks, and also noted that increasing positions should wait for a decline in volatility. Barclays warned that if the Strait of Hormuz remains blocked, market confidence in Trump's ability to stabilize the stock market by ending rapid conflicts may fade</p>

- The ongoing conflict between the U.S. and Iran, lasting nearly two weeks, is impacting oil prices, which have surged back to triple digits, putting pressure on the stock market.  
- Barclays and Citi strategists highlight that historical parallels to the 1980s "Tanker War" may offer better insights than the 1970s crises, indicating that current market conditions differ significantly, with the U.S. as a net oil exporter now.  
- Despite a softening of retail investor sentiment, most are still holding their positions, reflecting a prevailing belief that the conflict will end shortly, although long-term tensions in the Strait of Hormuz could erode this confidence.

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Historical Repetition? The "Tanker War" of the 1980s May Be the Best Market Reference for the Current Situation in Iran

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