A detailed market analysis amid the ongoing Iran conflict outlines a four-stage framework predicting significant economic impacts over the next six to twelve months. The analysis, developed under duress during missile attacks, suggests a critical six-week period for inflation transmission, with a potential buying window in July-August and anticipated Federal Reserve rate cuts by September. The conflict has already led to significant disruptions, including attacks on major energy infrastructures like Iran's South Pars gas field and Qatar's Ras Laffan LNG facility, causing global energy prices to rise. The analysis predicts that by mid-April, the oil price shock will spread to consumer goods, leading to increased inflation and impacting tech stock valuations. As the situation evolves, the focus is expected to shift towards energy independence and AI adoption as companies seek to mitigate rising costs.