Strategist Jordan Rochester, known for his Brexit market calls, made another winning move as Middle East tensions erupted.

Strategist Jordan Rochester, known for his Brexit market calls, made another winning move as Middle East tensions erupted. Working at Mizuho Bank, Rochester quickly pivoted his recommendations when US-Israeli operations against Iran began, shifting from long UK interest-rate futures to shorts while advising clients to sell euros and buy European inflation protection. His analysis predicted severe energy supply disruptions would force central banks to raise rates, a call that proved prescient. Within a month, markets swung from pricing two UK rate cuts to nearly three hikes, triggering one of the biggest bond selloffs in years. While other investors and hedge funds faced significant losses, those following Rochester's early guidance capitalized on the dramatic market reversal in government bonds and rate expectations.