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Week Ahead
Expectations of an agreement between the US and Iran pushed the US stock market up, just shy of an all-time record (which might be well set today). While oil has fallen…
Week Ahead
The Sovereign yield crisis shakes up a resilient, constructive stock market, just shy of an all-time record. President Trump mulls what to do with Iran after returning from the summit in…
Week Ahead
A third up week brought the US Indexes to new all-time records, fuelled by speculation that the Strait of Hormuz could soon be open. But it is not to be, with…
Week Ahead
The battle for Hormuz is about to start, with the US commanding a blockade of the region, after the failed talks in Pakistan. Oil rebounds above $100. There is a component…
Week Ahead
Last minute ceasefire for 2 weeks agreed between the US and Iran shortly before the President’s deadline; Hormuz reopened. Oil falls below $100. The March labour report was solid, with earnings…
Week Ahead
The war enters the fourth week, with no side relenting in its attacks against the other. Oil is just under $100 a barrel. Fear of added inflation reprice risk in credit…
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