미국, 이란에 군사 무기 공급 국가에 관세 부과 위협

Countries threatened with tariffs (Russia, China, North Korea suppliers) will see their currency depreciate 3-8% against USD within 45 days as capital flows away from affected economies, reflected in CNY/USD and RUB/USD exchange rates

Defense supply chain companies (aerospace/manufacturing) with operations in countries currently supplying Iran (Russia, China proxies) will experience increased institutional investor scrutiny, resulting in analyst downgrades for at least 3 major firms within 90 days

US tariff threats on countries supplying military weapons to Iran will cause a 5-15% decline in defense contractor stock prices within 60 days, particularly those with supply chain exposure to Iran-adjacent regions (Middle East, Russia, China)