Macro Strategy Insights

Escalation and Expansion

It isn’t often that one title can encompass geopolitics, the economy, and markets, but “escalation and expansion” covers all three quite well this week. Escalation and Expansion – Geopolitical By the time that you read this, the situation may have shifted dramatically, but Friday night’s SITREP – U.S. Commences Retaliatory Strikes is great background in any case. I went with “Escalation and Expansion” this week, as General (ret.) Marks used the phrase on several of our calls and I thought that it captures the risk better than just “escalation.” The conflict in the Middle East could escalate, it could expand, ... Escalation and Expansion

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