Gulf States

Geopolitics

Iran Signals Conditional Halt to Regional Strikes as Power Balance Complicates Diplomatic Shift

President Pezeshkian's pledge follows eight days of escalating conflict, but IRGC dominance and immediate violations raise questions about Tehran's actual command authority.

8 min read ·
Geopolitics Markets

Gulf Sovereign Bonds Hemorrhage Safe Haven Status as Iran War Widens Spreads

GCC credit markets shed decade-long stability premium as regional conflict forces emerging market funds to cut exposure and yields approach multi-year highs versus Treasuries.

7 min read ·
Breaking Geopolitics Markets

Iran Strikes Israeli Interests in Bahrain as Gulf States Enter US-Israel Conflict Crossfire

Retaliatory attacks on US Navy 5th Fleet headquarters and civilian targets across Gulf monarchies mark dramatic escalation of Iran war, with Saudi Arabia intercepting missiles.

9 min read ·
Energy Geopolitics

Iran’s Hormuz Strikes Paralyze 20% of Global Oil Transit, Test Gulf Investment Thesis

Retaliatory attacks on U.S. bases following assassination of Ayatollah Khamenei have effectively closed the Strait of Hormuz, triggering insurance withdrawals and leaving 150 ships stranded—the first complete halt in the chokepoint's history.

9 min read ·