Aurora Macro Strategies

Aurora Middle East: The Ol' Iranian Regime Change Song and Dance

January 16, 2026

GeopoliticsMENA

Regime-change speculation around Iran is rising again, but the familiar playbook may obscure the real constraints on escalation and transition. Aurora assesses what is different this time and why markets should be cautious about easy scenarios.

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Aurora Middle East: The Ol' Iranian Regime Change Song and Dance