Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

US-Iran: Scenarios for Escalation Remain Dominant, with Deal Prospects Obscure

US: TACO to the Rescue Again; Gulf Between 2 Sides Remains Gaping

Asia Economics: Damage from Iran Crisis Now Baked In

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

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Cross-Asset & Quantitative Research

Cross Asset Strategy

South korea & United states / Cross Asset Strategy

<ul>
<li>Both the Iranian regime and the Trump Administration face different pressures to bring the war to a conclusion.</li>
<li>Trump is under political pressure from his support base for his “no wars” pledge. A rising oil price pressures inflation, which threatens the “affordability” promise that he campaigned on.</li>
<li>We believe these pressures will force him to a TACO (Trump Always Chickens Out) pivot in the near future.</li>
</ul>


Both the Iranian regime and the Trump Administration face different pressures to bring the war to a conclusion.
Trump is under political pressure from his support base for his “no wars” pledge. A rising oil price pressures inflation, which threatens the “affordability” promise that he campaigned on.
We believe these pressures will force him to a TACO (Trump Always Chickens Out) pivot in the near future.


How Do You Say TACO in Farsi?