Kyle Rodda

Markets face a binary outcome as Trump imposes a timeline for Iran to unblock the Strait of Hormuz

Markets remain focused on the developments in the Middle East as central banks will be put on the spotlight this week.

Oil prices jump higher as Iran elects a new leader, dragging out the conflict as the Strait of Hormuz faces continued disruption.

Risk-off flows spread through markets as the escalation of attacks in the Middle East increases the risk premium.

Markets digest the latest ruling on Trump's tariffs and how the administration may look for other avenues to impose higher duties.

Markets trade with caution after the recent volatility as traders await the latest employment and inflation data from the US.

US equities struggle to capitalise on the dovish FOMC meeting as the AI valuation concerns resurface.

Markets tread with cautious heading into the Fed meeting this week, with focus on the revised projections into 2026.

Markets enter December with anticipation as the Federal Reserve meeting will be a key risk event, with changing expectations driving market volatility

S&P 500 earnings beat expectations, valuations improved, and the Magnificent Seven led the way.