Kyle Rodda

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.

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.

Focus shifts on the Magnificent 7 earnings season and key central bank meetings as US equities cotninue to power higher.

Markets remain headline driven as the latest developments in the Middle East point to higher risks of further escalation despite the ceasefire holding.

Markets face renewed uncertainty about the Middle East conflict as the US and IRan are unable to reach an agreement, with both threatening further action.

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.