Inflation news

Markets adapt to the new Federal Reserve under Warsh leadership as he offers little information in regards to forward guidance.

News that the US and Iran have reached a peace deal and the Strait of Hormuz will re-open has reignited risk appetite in markets during a busy central bank week.

Stubborn inflation has led markets to price in a rate hike from the ECB, but the tone of the meeting will be key.

Markets pull back from recent highs as positioning, rate expectations and geopolitics play into the momentum change.

AI and strong earnings continue to drive equities higher as markets expect a peace deal outcome in the Middle East.

Markets reintroduce some headline risk as geopolitical tensions flare once again whilst keeping focus on the CPI report this week.

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.

The markets are becoming fearful of a potentially significant energy shock.