Washington's Post-Iran Playbook Risks Deals and Pressure Points

The report highlights that Washington's willingness to use force following the Iran crisis increases market volatility. Analysts expect a push for high-profile foreign policy victories ahead of the US midterms, with a broader reliance on sanctions and tariffs post-November.

Key Takeaways

• 1.Markets should anticipate increased policy volatility as Washington's demonstrated willingness to use force makes geopolitical tail risks harder to assess.
• 2.President Trump is likely to pursue visible foreign policy wins to incentivize support ahead of upcoming midterms.
• 3.Post-November, US foreign policy will likely intensify the use of executive tools, sanctions, tariffs, and resource coalitions.

Table of Contents

• Washington's Post-Iran Playbook: Risks, Deals and Pressure Points
• Appendix 1
• Additional Information

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