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...
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...