The newly finalized US-Iran agreement has been riddled with holes! Reuters reports that Iran never agreed to hand over its highly enriched uranium stockpile, and the nuclear issue wasn't even included in the initial agreement. The previously rampant market speculation about Iran "never pursuing nuclear weapons" now appears to have been nothing but a smokescreen. In short, the agreement only addressed a ceasefire and oil exports; the core nuclear issue remained untouched. The geopolitical risk was only temporarily mitigated; it wasn't deflated at all. This recent market rebound is now entirely built on the flawed expectation that "the nuclear issue has also been resolved." If the situation reverses, risk aversion could rebound at any time, and the more fragile this rebound, the more severe the subsequent repercussions
Αποποίηση ευθυνών: Περιλαμβάνει γνώμες τρίτων. Δεν είναι οικονομική συμβουλή. Ενδέχεται να περιλαμβάνει χορηγούμενο περιεχόμενο.Δείτε τους Όρους και προϋποθέσεις.
