Aurora MENA Report: Iran-U.S. War: Schrödinger's Ceasefire

Summary

The Iran-U.S. ceasefire is both alive and dead, reducing immediate pressure while leaving the conditions for renewed conflict intact. Aurora assesses what would make the ceasefire hold, what would break it, and how markets should price the ambiguity.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.