MBCC TH 31st Mar'26 - "Does Trump use ground troops to go all-in on Iran, or does he TACO and leave the mess to be cleaned up by the Gulf? Tick tock the Bond market clock is ticking..."
April 6th deadline looms….The talks hosted in Pakistan are being held as the big meeting is held in China today…
What happens next?
Fundamentals….sentiment…and positioning…..the key is in the small supply chain not replaceable parts…