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Strategy Insight

How To Trade Attack On Iran... On Monday June 16

by Marko Papic, Chief Strategist  

It has been three days since Israel started its air campaign against Iran. We now have greater visibility into Israel’s targeting, as well as Iran’s retaliation. Israel’s air force has struck almost every single Iranian nuclear program facility, government buildings, research centers, and – most importantly – energy facilities. Most of these targets are expected, but the attacks against Iran’s energy facilities are concerning as they suggest that Tehran may have casus belli to strike back at the energy facilities strewn around the Persian Gulf. 

BCA Research | GeoMacro Strategy

The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.

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