Opinion – Thursday 23 April 2026

U.S. Indexes were broadly firmer as risk sentiment improved on the extension of the US/Iran ceasefire, although underlying uncertainty kept oil prices supported. Equities were bid, while crude prices also moved higher, highlighting the conflicting forces of easing...

Opinion – Wednesday 22 April 2026

U.S. Indexes were lower while Oil prices remained supported amid ongoing uncertainty around US/Iran talks, with both assets paring earlier extremes before renewed late-session volatility. Crude initially eased on reports the US may be willing to lift its blockade but...

Opinion – Tuesday 21 April 2026

U.S. Indexes were mixed on Monday as renewed geopolitical tensions weighed on sentiment, after Iran re-closed the Strait of Hormuz. The move pushed oil prices higher at the reopen, while Equity and Treasury Futures sold off, although these moves pared through the...

Opinion – Monday 20 April 2026

U.S. Indexes rallied to fresh record highs while oil prices plunged after Iran announced it would reopen the Strait of Hormuz to all commercial traffic. Brent fell below USD 90/bbl, easing supply concerns and driving a broad risk-on move across markets. Despite the...

Opinion – Thursday 16 April 2026

It was a risk-on trade on Wednesday with the S&P 500 going on to print a fresh record high, with markets completely unwinding the downside seen since the start of the US/Iran war. Optimism remains around an end to the war with US President Trump reiterating...

Opinion – Wednesday 15 April 2026

Risk-on trade was seen across markets on Tuesday amid greater optimism regarding US/Iran talks, as TASS said the two countries have shown readiness for further negotiations, after President Trump told the New York Post that talks with Iran could be happening over the...