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Vincent Bühler, CFA's avatar
Vincent Bühler, CFA Mar 30
Fundamental Drivers

Everyone in this Iran conflict is stuck with no tenable solution. Something has got to give - this also means that there is at least one more escalatory step ahead of us…

which also means, markets have not bottomed yet.

Out of all the bad options out there, this one appears to be the highest probability one right now.

Trita Parsi's avatar
Trita Parsi
Mar 30

An increasingly likely scenario for ground troops is that Trump will seek to take three Iranian islands in the Persian Gulf claimed by the UAE - Abu Musa, and the Greater and Lesser Tunbs.

Both pro-Israeli voices in the US and prominent Emirati accounts have been pushing this idea publicly for the past 10 days.

Several motivations and obje…

Mar 30
at
8:20 PM
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