Strategy Insight
You Don't Go To The Souq, Unless You Want A Deal
When the ceasefire between Iran and the US was announced on April 8, several clients told us that their geopolitical consultants were pitching a bearish narrative. The US had set up the two-week ceasefire to surge more material and troops to the region, so as to set up the next phase of the conflict. One such advisory firm also pointed out that it was unlikely that the US would hold back on further conflict since it had “already amassed ground troops to the region.”
BCA Research | GeoMacro Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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