Opinion – Thursday 9 April 2026

U.S. Indexes surged and oil prices tumbled after the US and Iran agreed to a two-week ceasefire, alongside Iran reopening the Strait of Hormuz, easing immediate supply concerns. The sharp decline in crude drove a broad cross-asset reaction, with equities rallying, the...

Opinion – Wednesday 8 April 2026

U.S. Indexes were choppy amid broader risk-off sentiment for the majority of the session as participants await US President Trump’s 20:00EDT Iran deadline, as his punchy rhetoric continued as he noted “a whole civilization will die tonight, never to be...

Opinion – Tuesday 7 April 2026

U.S. Indexes returned from the Easter weekend in positive territory, while yields rose and oil firmed. Markets had much to digest after Friday’s stronger-than-expected Non-Farm Payrolls report, which helped ease recent labour market concerns. Focus remained on...

Opinion – Thursday 2 April 2026

U.S. Indexes and most sectors ended the day in the green amid broader risk-on trade as participants seemingly took sentiment regarding constructive remarks from the US on the conclusion of the Iranian war, although Iranian officials pushed back on this at every...

Opinion – Wednesday 1 April 2026

U.S. Indexes rallied at Quarter-end as markets welcomed improved prospects for an end to the Middle East conflict. Reports overnight said Trump told aides he was willing to end the war without reopening Hormuz, while later reports said the administration could not...

Opinion – Tuesday 31 March 2026

Monday was another risk-off session, with equity futures paring overnight and morning gains. Equities appeared to play catch-up to the move higher in crude, with WTI and Brent both firmer throughout the session, as WTI settled above USD 100/bbl. The key geopolitical...