Navigator.
There are no changes in the Wealth Preservation Portfolio (WPP) this week. But shorts on Japanese equities and the Yen are now back on the radar screen. WPP appears at the end of this report The most likely scenario in the Middle East is that Iranian negotiations fail and there is war with the aim of regime change. The short-term effects will be to push up oil prices towards the mid US$ 70s/bbl and markets to go risk off. If the war succeeds, then the opposite will happen.
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