Markets Still Caught Between Headlines and Hope

Markets Still Caught Between Headlines and Hope

Last week was another clear reminder that, for now, geopolitics is firmly in the driving seat. Early in the week, markets reacted positively to news that Donald Trump would enter negotiations with Iran, with a ceasefire announced shortly after. On paper, this should...
Geopolitics Dominates, But Data Still Matters

Geopolitics Dominates, But Data Still Matters

The past week has been unlike almost any other in recent memory for global markets. The joint US–Israeli military campaign against Iran, launched on 28 February under the codename Operation Epic Fury, has rapidly escalated into what analysts are now describing as the...
Quarter-End, Geopolitics, NFP: The Perfect Storm

Quarter-End, Geopolitics, NFP: The Perfect Storm

Markets opened this week against a backdrop of significant geopolitical escalation. Over the weekend, reports confirmed coordinated strikes on Iranian targets, followed by retaliatory activity across parts of the Gulf region, raising immediate concerns around regional...