There's nothing to support the idea that a triumphant Israel will somehow see the light and decide let's take this window of opportunity to make peace with the Palestinians,
The premise [is] interesting, but it assumes all of this is going to give Israel greater strength,
Israel already was the strongest power in terms of its immediate neighbors. That's not a dramatic change,
You've got some dramatically different regional dynamics and stakeholders whose stakes may have shifted some over the past year,
They certainly restored their deterrence,
But that president will continue to face some of the same hurdles and challenges" as before
It's a reminder of the need to be humble about how much the United States can shape events,
Iran doesn't have many [other] good options,
The more Israel has tried to placate Biden and Harris and the team, the slower the war progresses, the more lives are lost, the harder it is to rescue the hostages and the more the price for the hostages goes up,
Do you remember that the dispute over whether or not Israel should go into Rafah, where Kamala Harris said, you know, I've studied the maps and you can't go in there
As long as the war continues, the sovereign debt metrics will continue to worsen,
What you do see reflecting these concerns is obviously the valuations,
Even if Israel has a relatively good base, still it will be painful on the fiscal side, ... And over time, it will put pressure on the rating."
There is room for Israel to continue muddling through, given a large domestic investor base that can continue to fund another sizeable deficit,
Israeli institutions actually are buying more during the last few months and I guess some global investors sold bonds because of geopolitics and uncertainty,
Israel's enemies are not getting weaker over time, ... There's more money funneling into them from more malign sources, so Israel has to win this war."
Hezbollah has never been weaker, and that's a blessing for the whole world,
It's way ahead technologically, and from an intelligence perspective, from its enemies,
France has utterly failed Lebanon. They have allowed Hezbollah to take over,
Those interests, I think for most of the West, are still to be aligned with Israel for lots of reasons,