Weekly Market Update
Safe haven currencies benefit from stock market wobbles US labour market data proved to be the key market driver last week, shifting market views on Fed rates. Highlights: US dollar jumps on strong NFP data. UK data suggests greater economic resilience than thought. US CPI report eyed for signs of broadening price pressures. ECB expected […]
Weekly Market Update
Hopes for US-Iran agreement buoys oil importing currencies Peace talks between the US and Iran continue to inch slowly but surely towards a long awaited agreement. Highlights: US dollar grinds lower as US-Iran peace talks progress. G10 currencies trade in tight ranges, however, amid headline fatigue. US payrolls report set to show solid […]
Weekly Market Update
Markets cautiously upbeat as Iran war peace talks progress While signs abound that the talks between Iran and the US are making progress, the dollar is holding on to its safe haven gains, and European currencies appear to have trouble taking advantage of the positive investor sentiment. Highlights: Iran war peace talks progressing, but US […]
Weekly Market Update
Bond market rout sends investors to the safety of the dollar Financial news last week was dominated by the sharp sell off in bond markets worldwide. Highlights: US dollar gains versus all major peers amid global bond sell off. Markets bet on Fed rate hike in 2026 after hot US inflation readings. Iran war drags […]
Weekly Market Update
US dollar downtrend resumes amid Hormuz standoff The standoff between the US and Iran shows little sign of abating, after President Trump dismissed Tehran’s response to peace overtures over the weekend. Highlights: jects Iran’s peace proposal response. US NFP report points to muted impact of war on world’s largest economy. ECB officials pave the way […]
Weekly Market Update
Fed to hold rates steady as US-Iran peace talks stall. While the shaky Iran war ceasefire is holding, for now, the near-complete blockade of the Strait of Hormuz is still in force from both sides, and there is little sign that peace talks are making progress, or even taking place. → FX market lacking direction […]
Weekly Market Update
Stocks hit records, dollar retreats on hopes for Iran agreement Trump’s optimistic announcements on Friday regarding a possible agreement with Iran and the reopening of the Strait of Hormuz were greeted with a severe fall in oil prices and a sharp move higher in risk assets. The former proved to be short-lived. Highlights: Iran opens […]
Weekly Market Update
Markets gyrate wildly as Iran war ceasefire talks collapse The rally in risk assets on ceasefire optimism came to a halt over the weekend. The ceasefire talks between the US and Iran collapsed in Pakistan and the US announced that the Strait of Hormuz will be blockaded to ships going to or from Iranian ports. […]
Weekly Market Update
Flight to safety accelerates as Iran war escalates The war in Iran is now entering its second month without any clear prospects for either a ceasefire or the reopening of the Strait of Hormuz. Highlights: Dollar remains well bid as Iran war enters into second month. Energy prices jump, despite Trump seeking an off ramp. […]
Weekly Market Update
Escalating Iran war spooks financial markets As prospects for a ceasefire in the Iran war recede, financial assets are starting to drop in tandem. Highlights: Iran war headlines suggest no immediate end in sight to conflict. Stock markets sell-off, bond yields rise and dollar remains well bid. Swap markets rush to price in aggressive rate […]