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Geopolitics There were strikes overnight from the US on Iranian military sites in Bandar Abbas, a port city on the Strait of Hormuz. The IRGC then claimed that they had struck a US air base early this morning, though the location was not disclosed. These actions are a meaningful escalation and a continuation from the US strike on Monday, putting the ceasefire and peace negotiations under serious threat. The strikes come after comments from Trump yesterday that Iran is "runnin

Geopolitics The negotiations in Iran continued, but we also saw some contradictory posts and concerning news that have dampened optimism of an imminent deal. President Trump posted that negotiations are "proceeding nicely", then also commented "It will only be a Great Deal for all or, no Deal at all". Secretary of State Marco Rubio has also commented that any deal would take several days to complete, as there are still unresolved issues to be discussed. Further to this, there

Geopolitics Over the weekend talks continued between the US and Iran, with Trump announcing that the deal was 'largely negotiated'. He also confirmed that the blockade on the Strait of Hormuz would remain in effect until an agreement is reached. The broad consensus is that the deal is expected to unfold in two stages, the first to agree to a ceasefire extension and to re-open the Strait, before the second stage to focus on other issues, with the nuclear issue first and foremo

Geopolitics The biggest news of the day was the continued negotiations between the US and Iran, with comments from both sides affecting the market. From Iran, we received reports that a directive was issued from the Iranian Supreme Leader that enriched uranium must remain in the country, one of the USA's red lines that it has not yet been willing to cross. We also heard from Trump that he was prepared to wait a few days for Iran to come to the 'right answer', while also cauti

Geopolitics We saw announcements from the US yesterday that a potential deal between the US and Iran could potentially be in its final stages, paving the way for a genuine end to the conflict and thus a reopening of the Strait of Hormuz. Reports from the area suggest there have been concessions on both sides, a possibly crucial development after weeks of neither side willing to give up any ground. Brent Crude Oil fell on the news from $112 to $107, a fall of over 5% on the da