Goldman Sachs(US:GS) 券商中国·2026-03-26 06:15Group 1 - Global investors are closely monitoring the situation in Iran, with significant declines in U.S. stock futures and Asian markets, indicating heightened market volatility [1][2] - The Israeli Defense Forces have launched large-scale attacks on Iranian infrastructure, while Hezbollah has retaliated with missile strikes on Israeli military targets [4][5] - The U.S. military continues operations against Iranian military targets, with the Lincoln aircraft carrier actively engaged in the region [2][6] Group 2 - Wall Street analysts are raising concerns about the risk of a U.S. economic recession due to the ongoing conflict in the Middle East and rising inflation [7][8] - The probability of a U.S. recession has been adjusted to 40% by Ernst & Young, with other institutions like Moody's and Goldman Sachs also increasing their recession forecasts [7][8] - The conflict is expected to lead to higher oil prices, potentially exceeding $100 per barrel, which could further exacerbate inflation and economic downturns [7][8]