War, oil rollercoaster and market...
Despite US President Donald Trump’s on-again off-again mercurial policy, equity markets want to move onfrom the Iranian war and its…
29/05/26
From Chi's Desk
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Article
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Article
Beyond the US-Iran conflict –...
US President Donald Trump extended indefinitely the US ceasefire with Iran on 21 April, citing internal divisions in Iran. This…
04/05/26
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Article
What is happening to Gold...
Gold price is still down from its pre-US/Iran-war levels (Exhibit 1) while many other asset classes have retraced their losses.…
28/04/26
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Article
Middle East conflict – entering...
The US announcement on 8 April of a two-week ceasefire with Iran led to a relief rally of risk assets.…
10/04/26
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Article
Quick thoughts on US action...
The US military action in Venezuela does not change the global market environment, for now. The incident has not affected…
09/01/26