Episode Details
Back to Episodes
Does the US–Israel–Iran ceasefire signal a pending RORO phase transition to a risk-on Market Regime?
Episode 309
Published 5 months, 3 weeks ago
Description
Today’s Macro Minute breaks down why the US–Israel–Iran ceasefire is a potential game-changer for markets. Darius explains how the removal of left-tail geopolitical risk is shifting the distribution of outcomes more positively, increasing the likelihood of a transition back to a risk-on regime.