Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Strategy Insight

US-Iran: What To Make Of The Accelerated Negotiations

by Marko Papic, Chief GeoMacro Strategist  

I spent the last week in London, speaking to a wide array of BCA Research clients. Throughout the early part of the week, well connected friends and sources in the Middle East warned me that a renewed US attack on Iran was imminent (by Friday, May 22, after the market close, bien sûr). Several clients with hefty AUM’s – and thus an impressive geopolitical consulting budget – in London confirmed that the US attack was all but assured. 

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.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More