Updated Macro and Trading Frameworks: Iran-US MoU and Global Outlook

Analysts Alf and Brent have updated their macro and trading frameworks following the development of a Memorandum of Understanding (MoU) between the United States and Iran, which has entered the negotiation phase.

The revisions to these frameworks were discussed in the podcast Macro Investing In A Post-Hormuz World, where the analysts examined how the current negotiation phase between the two nations may alter the global economic and geopolitical landscape.

The updated frameworks are based on the premise of a potential shift in the regional environment, specifically focusing on the implications of the U.S.-Iran MoU on macro investing strategies.

By incorporating this new information, the analysts aim to redefine the parameters of their trading models to account for the evolving diplomatic status and its subsequent impact on global markets.