Macro Strategy Insights

Market Rapidly Evolving to a Positive Outcome in the Middle East

While the fighting continues between Iran and Israel, the market is pricing in a positive outcome in the Middle East. Casualties continue to mount as Iran and Israel continue to attack each other, but an optimistic narrative is emerging. Israel has the upper hand militarily. Through a combination of traditional military force, intelligence, espionage, and even sabotage, Israel has demonstrated the ability to target specific leaders and sites, with a high degree of success. Iran, on the other hand, seems to be confirming what many of our GIG members stated back when Iran launched hundreds of missiles and drones against ... Market Rapidly Evolving to a Positive Outcome in the Middle East

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