Podcast Episodes
Back to SearchDollar strength builds on Middle East tensions, yen intervention risk rises
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Dollar extends gains on renewed Middle East attacks. Oil prices surge, reinforcing inflation concerns. Yen weakens further, moving cl…
4 months ago
Middle East tensions flare up as ship attacks lift oil and strengthen dollar
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Attacks near Hormuz raise geopolitical risk and ceasefire concerns. Oil spikes toward $100 on supply fears, lifting inflation expecta…
4 months ago
Oil shrugs off ceasefire extension as Hormuz still shut
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Trump extends ceasefire indefinitely despite Iran cancelling talks. But with Hormuz Strait remaining shut, oil prices dip only modest…
4 months ago
Markets await US-Iran talks and Warsh testimony
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US-Iran direct talks in focus, as the two-week ceasefire is seen being extended. Markets are in anticipation mode as the probability …
4 months ago
Friday’s optimism fades as Middle East uncertainty returns
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Geopolitical risks remain elevated, with US-Iran talks and the ceasefire in focus. Markets reassess Friday’s exuberance as the Strait…
4 months, 1 week ago
Focus remains on Middle East peace talks, yen slides
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Dollar and oil rebound on uncertainty surrounding US-Iran talks. Yen falls as BoJ Gov. Ueda avoids hints of April rate hike. Wall Str…
4 months, 1 week ago
US equities surge to new record highs, while the dollar decline pauses
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Major US stock indices post new all-time highs, but is this rally masking
deeper concerns? Progress is made in US-Iran negotiations as…
4 months, 1 week ago
Dollar extends slide, stocks rally as ceasefire optimism persists
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US-Iran truce hopes and PPI miss boost Fed cut bets. Dollar extends fall against all other major currencies. Yen the second biggest l…
4 months, 1 week ago
Risk-on momentum persists amidst US-Iran agreement hopes
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Reports of fresh US-Iran talks scheduled as the former blocks the Strait of Hormuz. Both the dollar and major equity indices return t…
4 months, 1 week ago
Risk-on momentum fades as US-Iran ceasefire wobbles
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Two-week truce is already under threat as Israel continues its operations in Lebanon. Iran demands payment to open the Strait of Horm…
4 months, 2 weeks ago