I got the Iranian attack on Israel wrong. All now depends on Israel's targeting of its escalatory response. If Israel uses its intelligence to decapitate the Iranian regime (and the IRGC), as it did with Hezbollah, then the economic spillover effects (e.g. energy)) will be limit... Read More
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30 Sep 24
The Micro Podcast on Monday Macro
Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz... Read More
26 Aug 24
The Middle East- is this the start of the wider war?
#Greyzone Warfare#Geo-economics#Geostrategy#Weaponisation#Geopolitics#Middle East#Israel#Iran#Lebanon#Hezbollah#Gaza
Israeli airstrike against Hezbollah makes the Middle East Armageddon more unlikely. Read More
19 Apr 24
Middle East - Small Attack, Big Message
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Apr 24
Israel & Iran - The Proxy Veil Is Rent
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Oct 23
The Heart And Mind Of Darkness
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
22 Aug 12
Autumn Coda
#Finance#Israel#Iran#ECB#Euro#Strategy Archive#Economy#Asset Prices#Rates#Sovereign Debt#Global Growth#Autumn Season#European Assets#Selected Global Assets#War#Yield#Financial Fragmentation
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Aug 12
Iran - A Threatening Backdrop
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
03 May 12
Middle East - The Arc Of Conflict
#Asia#Energy#Oil#Politics#Middle East#Israel#Iran#Strategy Archive#Economy#Saudi Arabia#North America
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
27 Feb 12
After Greece Update
#Energy#Israel#Iran#Euro#Strategy Archive#Economy#Dollar#Greece#Crisis#Gold#Risk Management#Zone#Air defense#Insurance#Treasury#LTRO#Firewall#fund#European Central Bank
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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