Aurora Macro Strategies

Aurora MENA: Tehranian Zugzwang

October 1, 2026

GeopoliticsMENA

Tehran’s next moves are narrowing as regional pressure points converge across security, diplomacy, and domestic politics. Aurora assesses the most likely escalation paths, the constraints on de-escalation, and the market-relevant channels to watch.

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Aurora MENA: Tehranian Zugzwang