Podcast Episodes
Back to SearchRisk-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
Markets welcome Middle East ceasefire but oil signals caution
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A two-week US-Iran truce has been agreed, prompting a risk-on market reaction. Dollar, oil and bond yields drop, while equities and g…
4 months, 2 weeks ago
Oil maintains steady ascent as Trump’s Iran deadline looms
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Markets on edge ahead of Tuesday deadline for Iran to reopen Hormuz.
Trump doubles down on Iran ultimatum, threatens to ‘take out’ cou…
4 months, 2 weeks ago
Mood improves amid Iran ceasefire hopes and Trump threats
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Trump warns Iran of ‘hell’ if Strait of Hormuz isn’t opened by Tuesday. But ceasefire hopes still alive on reports of US-Iran negotia…
4 months, 3 weeks ago
Stocks and dollar steadier as oil supply fears ease, NFP eyed
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Oil futures surge ahead of long Easter weekend but ease off highs. Hopes of reopening of Hormuz help equities to halt selloff. Dollar…
4 months, 3 weeks ago
Oil surges again as Trump threatens to hit Iran ‘extremely hard’
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Trump’s address offers little reassurance apart from fresh escalation. Oil futures jump back above $100 as Trump has no plan for open…
4 months, 3 weeks ago
Dollar rises even as Trump reiterates willingness to end the war
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Dollar remains strong, but investors start considering rate cuts again. Traders are more concerned about economic growth than hot inf…
4 months, 3 weeks ago
Dollar reign amplified by oil rebound, yen bulls wake up
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Dollar extends gains as the Houthis enter the conflict. WTI crude oil
rebounds and emerges back above $100 per barrel. Yen fueled by
in…
4 months, 4 weeks ago
Dollar and oil strengthen as hopes for war end fade
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Trump extends Hormuz deadline, but prepares to send more troops. Dollar flexes its muscles as oil extends rebound. Yen intervention f…
5 months ago
Rumours of a weekend ceasefire fail to inspire risk markets
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US-Iran negotiations continue, but there is still ground to cover for an
agreement. A weekend ceasefire could trigger a sharp correcti…
5 months ago