Una rete globale e una profonda conoscenza del mercato

Un calo della propensione al rischio ha visto i mercati azionari globali scendere la scorsa settimana, guidati dai grandi vincitori degli ultimi anni, le aziende tecnologiche.

A giudicare dalla sua prima conferenza stampa alla guida della Federal Reserve, ill nuovo presidente Kevin Warsh sembra notevolmente più preoccupato per l'inflazione rispetto a quanto atteso dai mercati.

Markets have been cheering the US-Iran framework deal to end their conflict, which sent oil prices to the lowest levels since the early days of the conflict.

Peace talks between the US and Iran continue to inch slowly but surely towards an agreement.

While signs abound that the negotiations between Iran and the US are making progress, the US dollar is holding on to its safe haven gains, and European currencies appear to have trouble taking advantage of the positive investor sentiment.

Financial news last week was dominated by the sharp sell off in bond markets worldwide.

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

The standoff between the US and Iran shows little sign of abating, after President Trump dismissed Tehran's response to peace overtures over the weekend.

The fragile ceasefire in the Iran war is fraying as the US actively tries to break Iran's blockade while maintaining its own.

While the shaky Iran war ceasefire is holding, for now, the near-complete blockade of the Strait of Hormuz is still in force from both sides, and there is little sign that peace talks are making progress, or even taking place.

Trump's optimistic announcements on Friday regarding a possible agreement with Iran and the reopening of the Strait of Hormuz were greeted with a severe fall in oil prices and a sharp move higher in risk assets. The former proved to be short-lived.

Una sensazione di déjà vu si sta diffondendo sui mercati mentre la guerra in Iran continua senza una chiara risoluzione in vista.