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TopicGeopolitical Region

Middle East

20 mentions across Convex research, last mentioned

Recent Analysis Mentioning Middle East

Three Escalations in Six Hours: Geopolitical Risk Premium Is Being Repriced
Apr 11, 2026

Weekend signal accumulation arrives as markets are closed, Monday open is the first true verdict.

Geopolitics
Iran Talks Break the Escalation Spiral, Oil Risk Premium Has Nowhere to Hide
Apr 11, 2026

First direct US-Iran dialogue in six weeks is a structural de-escalation signal markets won't price until Monday open.

Geopolitics
Lebanon Strike Threatens Ceasefire, Oil's $125 Tail Risk Becomes Foreground
Apr 9, 2026

Israeli attacks on Lebanon activate the geopolitical escalation scenario that was already our highest-conviction oil upside trigger.

Geopolitics
Israel's Lebanon Strikes Detonate the Iran-US Ceasefire Dividend
Apr 8, 2026

Regional re-escalation arrives precisely when the risk premium was being unwound, our stagflation thesis absorbs the shock cleanly.

Geopolitics

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