Macro Investing In A Post-Hormuz World cover art

Macro Investing In A Post-Hormuz World

Macro Investing In A Post-Hormuz World

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Summary

 To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.
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