Trump, Apple and the Fed: Markets Look Past Iran
Investors remain strikingly calm despite the conflict in Iran. Attention is shifting instead to political uncertainty in Washingto…
Markets Price in Peace That Does Not Exist
Markets are rallying on hopes of de-escalation in the Middle East – but falling gas prices, low storage levels and collapsing ship…
Wall Street Buys the Peace Illusion While Oil Markets Panic
Optimism keeps stocks high, but oil prices signal a long road to normality. Physical scarcity is reshaping the market.
Markets Shrug Off Geopolitics, Stagflation Risk Builds
Geopolitics no longer scares markets, but creeping stagflation poses a growing risk, compounded by investment advice from a presid…
Markets shrug off Iran war, but bonds flash warning
While equities remain calm, the bond market is already signalling rising concerns over US debt.
The psychology of war and market manipulation
Donald Trump appears to be using his rhetoric to influence public expectations in an effort to prevent rising oil prices, higher a…
Oil sets the tone, gold falls, bitcoin holds steady – something is out of place in the market
The war is escalating, central banks are holding back and equity markets are pricing in peace. Yet gold is falling against expecta…
Central banks face inflation dilemma as oil shock deepens
The protracted conflict continues to push up commodity prices. The Fed has adopted a wait-and-see attitude, Australia is already t…
Oil at $130 would signal a looming systemic crisis
There is no doubt that the most closely watched chart on the financial market right now is the oil price chart. The markets are wo…
Oil prices threaten US president Trump's war with Iran
An oil price at $120 per barrel is problematic for Donald Trump. As soon as the price reaches that level again, the US president w…
Oil as a weapon: Iran puts pressure on the West through the global economy
The oil shock from Iran is once again raising fears of inflation. The smoldering private debt crisis is contributing to a perfect …
War in Iran: strong dollar, weak Europe and nervous Asian markets
Investors appear increasingly accustomed to geopolitical shocks. US markets respond with brief sell-offs and a stronger dollar, Eu…
War clouds outlook for investors in Dubai’s property market
Record sales, luxury penthouses worth millions and a reputation as a safe haven: Dubai has built an image of stability outside Eur…
Markets grow uneasy over duration and scope of Gulf conflict
The extent of the market impact depends on two unknowns: the duration of the escalating conflict in the Gulf and how many countrie…
AI disruption, tariff uncertainty and debt risks – markets face a new stress test
AI compresses margins, tariff uncertainty persists and private credit risks grow as markets enter a new phase of stress.