I had the eye-opening experience of spending a week in Iran recently, and what a week it was. As an American, the gap between what passes for common knowledge about Iran and the on-the-ground reality seems as wide as a country closed for 35 years would suggest – HUGE. While I was in Iran, the S&P moved less than 1%, but there was lots of action in the currency and commodity space, and that has generated some fresh USD thoughts. Dollar first, then Iran.
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The Nexus Between Global Economics, Politics, Policy and Markets
The nexus between global economics, politics, policy and markets