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April 9, 2026
Hungarian parliamentary elections: how might a political revolution affect the markets?

The most important European elections of 2026 are just around the corner. On 12 April, Hungarians will head to the polls to decide whether Fidesz will remain in power after 16 years in government. This is a decision that could alter the course set by Viktor Orbán, leading to a reset in relations with the European Union.

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 23, 2026
Oil prices slump following “productive” US-Iran talks

Risk appetite rebounded on Monday morning after some upbeat comments from President Trump suggested that an end to the Iran war may not be as far off as previously feared.

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.

March 2, 2026
Safe havens well bid after US and Israel bomb Iran

News of the joint US-Israel attack on Iran broke after the close of trading in a week of relatively mild trading in financial markets.

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