Strategy Insight
The US And Iran Agree… To Jointly Blockade Hormuz
President Trump has announced that the US would impose a blockade on the Strait of Hormuz, in effect exacerbating the partial blockade that has already been in place due to Iran’s threats against shipping in the Persian Gulf. The threat comes after the direct negotiations between Iran and the US in Islamabad failed to make a breakthrough. Oil is up on the news and stock futures are down. How should investors read the situation?
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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