The Credit Strategist

The Credit Strategist

Markets Celebrate Failure

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The Credit Strategist
Apr 16, 2026
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None of the goals of the Iran war have been achieved yet markets are trading as though the war is over and America won. No doubt we have inflicted serious harm on Iran but Iran has not abandoned its nuclear ambitions, lost all of its ballistic missiles capabilities, or ended its influence over the Straits of Hormuz. It still retains meaningful ability …

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