One Path for How This War Ends (And What Markets Are Missing)

Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time to be carefulThe market is trying to price the end of a war, while the people involved can’t even agree on whether a deal is actually taking shape.If that sounds confusing, it is.Let’s back up…If you’re feeling whiplash trying to follow the Middle East right now, you’re not alone.On the one hand, as of this morning, markets are acting as if a resolution is ri ...