UPDATE TODAY 1 Hour ago:
Iran-Israel tensions and Markets:
This morning’s combination of lower oil prices, higher yields and stronger stocks is a reflection of both what did not happen (no major casualties and damage this weekend) and a market view that further escalation in Iran-Israel tensions is unlikely.
WHAT DOES IT MEAN "To imply something??
Imply means to express, suggest, or show something without stating it directly...another word is "hedging"
- They are relatively well-placed to handle the immediate uptick in the geopolitical risk premium.
- They are not well-placed to navigate further escalations that would involve more parties in a more significant manner.
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On "X" Yesterday
Some initial thoughts on the implication of the escalation of Iran-Israel tensions for the global economy and markets:
What the Middle East Now Implies for the Global Economy, Markets
They are relatively well-placed to handle the immediate uptick in the geopolitical risk premium. They are not well-placed to navigate further escalations that would involve more parties in a more significant manner.
They are relatively well-placed to handle the immediate uptick in the geopolitical risk premium. They are not well-placed to navigate further escalations that would involve more parties in a more significant manner.
Bloomberg Opinion
THE DAY BEFORE + THE DAY AFTER
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