Markets Edition: The Iran Playbook
Published: March 10, 2026
Duration: 10:11
Dirk Willer, Citi's Global Head of Macro Strategy and Asset Allocation, sits down with Adam Pickett, Head of Global Macro Strategy, to discuss developments in Iran and the impact on markets. They note that past geopolitical shocks were somewhat short-lived and risk assets as well as Treasuries eventually recovered ... but it did take a peak in oil prices for that recovery to begin.
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