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Daniel Lacalle, chief economist and investment manager at Tressis Gestion, observes that Israel's economy and financial markets are experiencing strong growth even as conflict continues in the Middle East.
This perspective highlights the resilience of Israel's financial sector in challenging regional circumstances.
Lacalle has previously commented on commodity and currency shifts linked to geopolitical risks. He noted that oil prices declined as investors assessed mixed signals from Iran peace talks before a ceasefire deadline. In a separate analysis, Lacalle argued that a recent rise in U.S. dollar demand counters narratives of global de-dollarization.