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Geopolitics Yesterday saw further escalation in Iran that proved to be the dominant driver for the day. The US struck military targets in Iran as Trump warned that Iran will "pay the price" for not agreeing to a peace deal sooner. This was a markedly different tone from some previous comments, especially when followed up with action by the US military. The Iranians countered the strikes with their own, further jeopardizing what is still technically a ceasefire between the two

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