MBCC TH 15th Jun'26 - "Trump is watching US Bond yields and inflation as peace deal comes just in the knick of time?"

This is Trump’s strategy, push markets/geopolitics to massive extremes until it gets close to a breaking point and then try and come back. Iran knew US’s weakness and US tried to break Iran in that short window but could not, here we are.

Next up, the new Fed!

But the world has changed and so will asset allocation!

DETAILED NOTE BELOW!