Multipolarity The Twelve Day War, 5 Percent? Get Bent, Dead Dollar Bounce
18 snips
Jul 3, 2025 Explore the aftermath of military strikes and their implications for U.S.-Iran relations and global defense spending. Delve into the complexities of NATO commitments and the challenges Europe faces in military funding amid rising energy costs. Discover the intriguing dynamics of U.S. equities and the potential onset of de-dollarization that may reshape the capital market landscape. Lastly, trace the evolution of bond markets and the caution that comes with current economic stability against the backdrop of historical trends.
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Symbolic Strike on Iran
- The 12-day Iran-Israel conflict strike was largely symbolic, not a destructive attack on Iran's nuclear program.
- This intervention was more about political theater than actual military damage, cooling tensions temporarily.
Iran's Air Defense Upgrade
- Iran is likely to acquire a comprehensive integrated air defense system from China or Russia.
- This upgrade will severely limit Israel's ability to strike Iranian nuclear facilities.
Goal Was Regime Change
- The Israeli and US goal was regime change in Iran, not nuclear program destruction.
- A weakened Iran would lose influence over proxies like Hezbollah, reducing regional threats.