Tag
Iran cycle
2 articles
Analysis
markets
Markets price de-escalation as Hormuz closes and strikes resume
Oil traders are net short. Gold is in a bear market. The trade says the Iran cycle ends with a deal. Here is what the positioning shows — and what would break it.
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Analysis
diplomacy
Russia and China's Iran posture: real or performative?
Both major powers have benefited from the Iran cycle without committing to either side. Their public statements are loud; their actions are minimal. Here's what each is actually doing — and why the restraint matters more than the rhetoric.
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