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Geopolitics As has been the case with the Iran conflict countless times, sentiment shifted as the de-escalation optimism on Monday was unwound yesterday. A US helicopter was shot down in the area by an Iranian drone, which led to the US confirming it had launched strikes against Iranian targets in what it called a "proportional response." Iran then advised it had responded in kind, with attacks on US bases in the region as well as reports of an attack on Kuwaiti forces. The c

Geopolitics After a weekend of escalation, yesterday saw some calming and some moves in the opposite direction. Both Iran and Israel have confirmed they have stopped attacks on each other, but both have also warned of further and more intense strikes if the ceasefire is broken again. The whipsaw of escalation and de-escalation continues on as it has done since the ceasefire was originally agreed. It is likely to continue this way until a deal is eventually signed and the host

Geopolitics The peace negotiations in Iran took a clear step back over the weekend, as we saw new strikes from both the US and Iran, Israel ordering troops deeper into Lebanon and - possibly most importantly - Hezbollah rejecting the US-brokered deal with Israel. As Iran has consistently stated there also needs to be a ceasefire in Lebanon to end the war, the rejection undermines the peace efforts overall significantly. On top of the escalations, Iran seems to be expanding it

Geopolitics We saw another day yesterday where the pattern of strikes and talks continued. There were 'defensive strikes' in southern Iran, while the US was claiming that a deal could still be reached over the weekend. Iranian President Pezeshkian reportedly confirmed no deal would be confirmed without the approval of Supreme Leader Khamenei, a potential roadblock as he has issued directives in the past confirming he is not willing to surrender Iran's enriched uranium. This r

Geopolitics There were new but limited strikes in Iran yesterday, with the US launching strikes against Iran and Iran retaliating by launching strikes against Kuwait. Trump and his team are still claiming a deal could be reached as soon as this weekend, while also claiming Iran had agreed not to have nuclear weapons before noting "they can change their mind." This two-sided commentary and conflicting news reports added uncertainty to the overall picture, causing further rises