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CIO Insights 1Q26

The Long Game

Market Updates

Iranian defiance buoys oil and the USD

Circuit breaker hope, a China Summit pivot, and the USD’s real rate trap

USD two days up, caution today

The USD’s fractured haven appeal

Unpacking the complexities of the Iran war

Caution as DXY approaches 100

Immediate implications of the Iran conflict

SOTU clarity needed to calm policy and security volatility

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