BasisPointInsight.com - Markets Are Mispricing a Structural Geopolitical Regime Shift by Dhananjay Sinha Markets trade ceasefires and strikes, but miss the deeper shift. Fragmentation, defence spending, and oil risks are resetting global risk premia. by Dhananjay Sinha, BasisPointInsight.com

1/4 Markets are still trading the Strait of Hormuz like a headline risk, reacting to escalation and easing with familiar reflexes. But this is not a cyclical shock.

#Geopolitics #MarketMispricing