Dear all,
Thank you to everyone who joined us for yesterday’s Live Briefing on the US-Iran War.
In case you missed it, you can watch the recording above. Over the course of an hour, we covered:
What has changed in the past week, including the recent apparent collapse in the ceasefire and resumption in hostilities, and how these developments should be interpreted.
The fundamental objectives, interests and drivers of both American and Iranian strategy and what these suggest for possible military escalation, diplomatic deal making and flows through the Strait of Hormuz.
Multiple plausible scenarios for how the conflict could develop over the next few months — our base case, best case and (very bad) worst case scenarios.
Likely consequences for oil prices, inflation, financial markets and the broader real economy - including broken down by industry and region.
How businesses can plan and what actions can be taken now, irrespective of sector or geography.
We hope you enjoy the discussion and that you may be able to join us next time.
Speaking of which, we will be hosting a conversation on Geopolitics and Artificial Intelligence on Tuesday 21 July at 2pm CET. If you’d like to join, you may explore the agenda and register below.
Best wishes
Damien
