Israel
39 mentions across Convex research, last mentioned
Recent Analysis Mentioning Israel
A kinetic war in the Middle East doesn't create new risks, it detonates the ones already loaded.
GeopoliticsRegional re-escalation arrives precisely when the risk premium was being unwound, our stagflation thesis absorbs the shock cleanly.
GeopoliticsAn unprovoked Israeli strike on central Beirut during Iran ceasefire talks is the geopolitical trigger the crowded oil short has been waiting for.
GeopoliticsDirect Iran-Israel missile impact turbocharges the oil and gold thesis at exactly the wrong macro moment.
GeopoliticsIsrael's quantified threat assessment removes any residual ceasefire optionality from energy pricing
GeopoliticsA direct ballistic strike doesn't change our macro thesis, it confirms and accelerates every worst-case pathway simultaneously.
GeopoliticsMetrics Affected By Israel
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