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Markets closed out a punishing fifth consecutive week of declines as the Iran conflict entered its second month with no ceasefire in sight, dragging the Dow to a new 2026 closing low on a 750-point drop. The Fed held rates steady, boxed in by energy-driven inflation that prevents easing and war-driven demand destruction that prevents tightening — a textbook stagflationary trap. Record capital flight from emerging markets ($12B pulled from India alone) and spiking cross-asset correlations signal this is no ordinary correction but a synchronized global de-risking event. With recession now framed as a 'real risk' by mainstream outlets and oil supply disruptions fracturing the Western sanctions front, investors face a market where traditional diversification offers little shelter.