Tag: iran

Iran Sanctions: JCPOA RIP?

18 May 2018 Despite frenetic diplomatic efforts, including the evident bonhomie between Presidents Macron and Trump, the United States has withdrawn from the Iran Nuclear Deal (JCPOA).  The world awaits details of America's new approach to confronting Iran's nuclear ambitions and its aggressive regional political behaviour.   The Trump Administration has announced already its intention to [...]

Q2 Global Strategy: Iran, Korea, China & Russia Hold the Key

4 April 2018 Enjoy the podcast in which I review how well our 2018 strategic themes are playing out, and take a look athe the rest of the year. Inflation, populism, and protectionism were the key Q1 market drivers, even as the US tax reform boosted American corporate earnings significantly. Personnel changes at the White [...]