The Micro Podcast on Monday Macro

#Russia#Middle East#Israel#Iran#Lebanon#Japan#IDF
Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big bazooka is more noise than substance but does not indicate President Xi is losing power.

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