Uncategorized

Macro update ​US-Iran talks collapse triggers risk-off sentiment: Weekend negotiations failed to deliver an agreement, intensifying geopolitical tensions and raising concerns over a prolonged conflict. ​Oil prices surge above $100 on supply fears: Crude rallied sharply as the US signalled a blockade of Iranian ports, threatening flows through the Strait of Hormuz. ​Global equities decline as energy

Commodity prices providing a mixed backdrop ​The current environment is broadly supportive, particularly for miners exposed to precious metals creating favourable conditions. Rising gold prices – driven by geopolitical tensions and inflation concerns – have strengthened the outlook for companies such as Fresnillo, with analysts noting that gold’s role as a safe-haven asset is becoming “more central again” in the current

Zain Vawda Market Analyst Zain is an experienced financial markets analyst and educator with a rich tapestry of experience in the world of retail forex, economics, and market analysis. Initially starting out in a sales and business development role, his passion for economics and technical analysis propelled him towards a career as an analyst. He

‘, buttonPrevHTML: ”, }; function adaptBreadcrumbs() { let breadcrumbs = document.querySelectorAll(‘#header-breadcrumbs’); for(i = 0; i < breadcrumbs.length; i++) { let title = breadcrumbs[i].querySelector(‘.breadcrumbs-title’); let btns = breadcrumbs[i].querySelector(‘.btn-container:last-child’); if(btns && btns.children && btns.children.length) { if(parseInt(title.getBoundingClientRect().top + title.getBoundingClientRect().height / 2) == parseInt(btns.getBoundingClientRect().top + btns.getBoundingClientRect().height / 2)) { title.style=”flex-grow:1;”; } else { title.style=”flex-grow:0;”; } } else { title.style=”flex-grow:1;”;

Japanese economy, prices moving roughly in line with BOJ forecasts Financial markets are seeing unstable movements due to conflict in the Middle East Rising oil prices are weighing on Japan’s economy due to worsening terms of trade If the conflict is prolonged, it could weigh on corporate activity Should it also push up inflation expectations,

‘, buttonPrevHTML: ”, }; function adaptBreadcrumbs() { let breadcrumbs = document.querySelectorAll(‘#header-breadcrumbs’); for(i = 0; i < breadcrumbs.length; i++) { let title = breadcrumbs[i].querySelector(‘.breadcrumbs-title’); let btns = breadcrumbs[i].querySelector(‘.btn-container:last-child’); if(btns && btns.children && btns.children.length) { if(parseInt(title.getBoundingClientRect().top + title.getBoundingClientRect().height / 2) == parseInt(btns.getBoundingClientRect().top + btns.getBoundingClientRect().height / 2)) { title.style=”flex-grow:1;”; } else { title.style=”flex-grow:0;”; } } else { title.style=”flex-grow:1;”;

Truce optimism drives strong weekly gains United States (US) equity markets finished higher last week after the US and Iran agreed to a two‑week ceasefire, ahead of formal peace talks in Pakistan over the weekend. For the week, the Nasdaq 100 surged 4.45% for its best week since November 2025, the S&P 500 rose 3.56%, and the Dow

‘, buttonPrevHTML: ”, }; function adaptBreadcrumbs() { let breadcrumbs = document.querySelectorAll(‘#header-breadcrumbs’); for(i = 0; i < breadcrumbs.length; i++) { let title = breadcrumbs[i].querySelector(‘.breadcrumbs-title’); let btns = breadcrumbs[i].querySelector(‘.btn-container:last-child’); if(btns && btns.children && btns.children.length) { if(parseInt(title.getBoundingClientRect().top + title.getBoundingClientRect().height / 2) == parseInt(btns.getBoundingClientRect().top + btns.getBoundingClientRect().height / 2)) { title.style=”flex-grow:1;”; } else { title.style=”flex-grow:0;”; } } else { title.style=”flex-grow:1;”;

‘, buttonPrevHTML: ”, }; function adaptBreadcrumbs() { let breadcrumbs = document.querySelectorAll(‘#header-breadcrumbs’); for(i = 0; i < breadcrumbs.length; i++) { let title = breadcrumbs[i].querySelector(‘.breadcrumbs-title’); let btns = breadcrumbs[i].querySelector(‘.btn-container:last-child’); if(btns && btns.children && btns.children.length) { if(parseInt(title.getBoundingClientRect().top + title.getBoundingClientRect().height / 2) == parseInt(btns.getBoundingClientRect().top + btns.getBoundingClientRect().height / 2)) { title.style=”flex-grow:1;”; } else { title.style=”flex-grow:0;”; } } else { title.style=”flex-grow:1;”;

WSJ (gated) report that Trump is weighing limited strikes alongside a Hormuz blockade after talks failed, keeping diplomacy alive but shifting toward pressure tactics. The policy path remains uncertain, with escalation and restraint both carrying significant risks. Summary: Trump weighing limited strikes alongside Hormuz blockade after talks collapse Full-scale war seen as less likely but