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The escalation in the Middle East continues with US troops coming to the region and Houthis joining the war. Oil prices are up this morning, again, with some calling for $150… even $200 per barrel. But at what cost? Demand destruction, rising recession risks and a potential stagflation shock are all back on the table.
At the same time, central banks are stuck. Inflation could stay higher for longer, even as growth slows — a difficult mix to assess when uncertainties are so high.

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Ipek Ozkardeskaya has begun her financial career in 2010 in the...

A ceasefire… of sorts. While Donald Trump extended his self-imposed ceasefire deadline in the Middle East, attacks continue at full speed and traffic through the Strait of Hormuz remains severely limited. Iran’s “gift” to Trump? Allowing 10 oil tankers to pass this week — compared to ~100 in normal times.
Markets are clinging to the hope that the extension keeps immediate escalation off the table, offering fragile relief into the weekend. Oil flows remain constrained, geopolitical tensions persist, and global inflation risks are rising. Investors are left watching carefully: this isn’t peace, and risks persist!

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Crypto also profits from AI domination, this time with Bittensor

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05:47 Near
06:11 Ethereum
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Markets are already pricing in peace—but is it far too early?
Despite rising geopolitical tensions and Iran’s rejection of the US proposal, equities continue to push higher, with the S&P500 showing surprising resilience. Investors appear eager to move past the conflict, but the reality on the ground tells a different story. Oil prices are climbing again, inflation risks are resurfacing, and central banks may be forced to stay tighter for longer.
At the same time, bond yields are rising, mortgage rates are creeping higher, and the US dollar is regaining strength. Markets are leaning into an optimistic scenario—but what if...

Middle East tensions remain firmly in the driver’s seat—and markets are reacting in real time.
Oil is volatile, equities are cautiously rebounding, and the US dollar continues to push higher. Meanwhile, global growth signals are weakening, inflation pressures are creeping back, and central banks may be forced into a more hawkish stance.
History reminds us that geopolitical shocks can fade—but only if tensions ease. Could oil stabilize? The answer is yes, but the timing remains unknown, and the short term price moves depend on Iran’s response and duration of the war.

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Ipek Ozkardeskaya has begun...

Markets are trading like a theatre of the absurd — where one headline can flip everything in seconds.
Within hours, threats of escalation turned into ceasefire hopes, sending oil plunging, equities soaring, and investors scrambling to keep up. But just as quickly, doubts crept back in.
At the center of it all: the TACO trade — the idea that Trump ultimately “chickens out.” It’s worked before. But what happens when the other side doesn’t play along?
With tensions in the Middle East driving energy prices and sentiment, markets are caught between fear of escalation and fear of missing the next...

The narrative is changing hands. What started as a US-driven escalation in the Middle East is now evolving into a more complex standoff, with Iran increasingly shaping expectations. Markets are reacting differently—investors are less sensitive to Trump’s announcements, signaling that the US is no longer fully in control of the story.
Oil prices remain elevated on fears of a prolonged disruption, while rising inflation expectations push central banks toward more hawkish moves. Slower growth and stagflation risks are also being priced in, creating a delicate balancing act for investors.

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Ipek Ozkardeskaya has begun her financial...

Oil is pulling back as US/Israel are trying to calm the game, but don’t be fooled—the Middle East continues to boil, energy price risks remain tilted to the upside and the latter has thrown central banks into a fresh dilemma: what to do with the rates?
Rate cut expectations are fading, while the risk of renewed tightening is creeping back—especially in Europe, where the energy shock hits harder. But here’s the catch: higher rates won’t fix an oil shock.
Is there a place to hide? Chinese equities outperformed US, European peers since the beginning of the Iran conflict but Alibaba’s...

Oil markets can’t catch a break. What started as optimism on Iraq resuming exports quickly flipped into renewed panic as escalating tensions in the Middle East rattled energy markets. Attacks on Iranian facilities and threats toward Gulf countries have pushed oil and gas prices sharply higher again — and markets are feeling the heat.
Equities are under pressure as rising energy costs squeeze margins and fuel inflation fears. Meanwhile, central banks are walking a tightrope. The Fed held rates steady, but the tone remains cautious — even hawkish — as inflation risks linger. And it’s not just the US: the...

XRP gaining speed again according to futures traders...

00:00 Intro
00:26 Disclaimer
00:30 Preview
00:43 Bitcoin
05:50 Ethereum
07:37 Ripple
08:49 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers