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April 13, 2026
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.

April 8, 2026
Iran War: Dollar slumps on news of temporary ceasefire

Risk assets rallied sharply late-Tuesday into Asian trading on Wednesday amid the welcome news of a temporary US-Iran ceasefire.

April 7, 2026
Latin America FX Outlook April 2026

The ongoing war in Iran, and the subsequent heightened geopolitical risk premium and acute volatility in commodity markets, make for a challenging backdrop for FX forecasting.

April 7, 2026
Currencies trade in tight ranges as Iran war rages

A feeling of deja vu is wafting over markets as the Iran war continues without a clear resolution in sight.

March 31, 2026
G3 FX Outlook April 2026

The ongoing war in Iran, and the subsequent heightened geopolitical risk premium and acute volatility in commodity markets, make for a challenging backdrop for FX forecasting.

March 30, 2026
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.

March 23, 2026
Iran War: The winners and losers in FX

The war in Iran rages on without a clear end in sight, with market participants now bracing for the possibility that the conflict drags on for a matter of months, rather than just weeks.

March 20, 2026
Iran War: Four scenarios for the FX market

The war in Iran rages on without a clear end in sight, and as US and Israeli strikes continue, and Iran digs its heels in by continuing to block the Strait of Hormuz, markets are bracing for a conflict that could drag on for a number of months, rather than merely weeks.

March 16, 2026
Flight to US dollar speeds up as Iran war rages on

Any doubts about whether the dollar still retained its safe haven status in times of geopolitical turmoil have been dispelled.

March 9, 2026
Dollar soars as Iran war sends investors fleeing to safe havens

The Iran war is now in its second week, and markets are bracing for the possibility that it will last a while.

February 23, 2026
Dollar falls after Trump's tariffs ruled illegal

A tentative rally in the dollar was sharply reversed over the weekend after the US Supreme Court ruled most of President Trump's tariffs to be illegal.

January 12, 2026
Powell legal investigation revives “Sell America” fears

The US dollar confirmed last week that it remains a safe-haven currency of choice for investors during times of global conflict.

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