Primary budget execution reports from the Department of Defense show supplemental funding lines for operations tied to Iran-related contingencies, yet these line items omit downstream price effects documented in Energy Information Administration weekly petroleum status reports. One perspective, reflected in Congressional Budget Office historical analyses of prior Middle East engagements, treats incremental outlays as largely contained within defense accounts with limited pass-through to aggregate demand. An alternative view, drawn from Federal Reserve Board transcripts on supply-shock episodes, identifies oil-price channels that register in core PCE inflation when inventories and shipping premia adjust. Equity-market responses appear in sector-specific filings with the Securities and Exchange Commission, where energy and transportation issuers disclose margin variability while consumer staples and utilities exhibit different beta patterns. These primary records indicate that household-level cost incidence and portfolio rebalancing occur through observable data series rather than through abstract foreign-policy framing alone.