Macro Investing In A Post-Hormuz World

To reach out to Alf: alf@palinurocapital.com

To reach out to Brent: bdonnelly@spectramarkets.com

Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.