Following the escalation of conflict in the middle east there have been huge swings in #commodity prices. This hasn't been exclusively amongst #oil futures, the knock-on impact upon hard and soft commodity prices has also been significant. https://t.co/CRVvRzTRid

Without stressing that we do hope that the reason for the #reliefrally that started on Monday evening and saw #Bonds and #Equities rebounding strongly is well founded, we remain to be convinced given the uncertainties on how the #Iran war will be resolved https://t.co/TAwb9NH7qP

It appeared that the #market was under-pricing the risk of a protracted #conflict in the #MiddleEast. Surely, in the face of #missiles being exchanged on a daily basis, markets weren’t just pinning their hopes on a #TACO-style trade? https://t.co/LTJBv3hLot

Consensus is a wonderful feeling for #marketanalysts and the consensus among them leading up to Friday afternoon’s release was that there would be 60,000 #newjobs in the #USeconomy announced for February. It turned out that #jobs had fallen by 92,000. https://t.co/ArW9oAqG4k

With #gasprices up 60% in the wholesale #market this week and #inventories depleted due to the winter months and standing at 30%, it is fair to say that the #EU is exposed and it does not take a genius to see what will happen to domestic #gasprices. https://t.co/mBXmKsm3L5

The jury is still out on whether the initial “#selleverything” reaction to a sudden increase in #geopoliticalrisk has concluded. Certainly, some #volatility remains which serves as an indication that #trading conditions have not calmed. https://t.co/YoD7owarpS

#USD is still the safe haven currency of choice. #Dollar Index rose 1% on Monday and again yesterday, reflecting the attributes of the #Dollarmarket which as we have recently written are not enjoyed by other currencies such as the #JapaneseYen and the #EUR https://t.co/wrrurzuyza

The decision from the #US to wage #war on #Iran has, of course, taken its toll on #markets. The obvious move in such an environment from investors is to #derisk. That decision carries the tell-tale impacts in #FX of boosting the #Dollar’s value. https://t.co/Ebgbu2KrPJ

With Spot #Gold at #USD 5392, Friday saw not one but two US banks break cover and forecast that the price would reach USD 6000 by year end 2026. Indeed, #JPMorgan has predicted it will reach USD 6300 a further 20% lurch up from here. https://t.co/Kgo2Yp5oMT

This is how #Germanpoliticians describe #Germany’s great turning point in its defence policy since the time of the invasion of #Ukraine. The decision has been made to upgrade Germany’s drone capability by investing #EUR 536 million in two #drone #startups. https://t.co/JA7cyEdzfR

There have been times during #Trump’s second term that have had #markets and #financialcommentators alike calling for an era of ‘sell-America’. #SellAmerica is the notion describing a scenario in which #investorsentiment sours towards the #US. https://t.co/78O61JJQyp

One of the consequences of what Iran recently described as the unpredictability of #PresidentTrump is that PM #MarkCarney of #Canada has this week embarked on a charm offensive to #India,  #Australia, and #Japan. Just another visit? https://t.co/N7MJG1cl4k

Financial news outlets erupted after the initial suggestions that the #SupremeCourt would likely find #Trump’s tariffs contrary to law. Upon the realisation later on during the #USsession that this expectation had become reality. https://t.co/XbD0FsUdNd

#US #GDP came in at 1.4% instead of the 3% expected by analysts and #USinflation at 2.4% all added up to just a normal Friday in #USmarkets. Then the #SupremeCourt decision came in deeming #POTUS’ tariffs illegal. https://t.co/aKK635VJtC

On the back of rising tensions in the #Gulf region due to the likelihood of a #US strike or even a full out attack on #Iran, #Brentoil prices went back through #USD 70 yesterday. That would of course lead to supply disruption and escalating prices. https://t.co/xF7wHp7qzh

Minutes of the #FederalReserve’s January meeting were published yesterday evening. As you may tell from the #market reaction, the contents of such minutes were far from in line with #marketconsensus. https://t.co/FD7Q979v5I

A group of the larger #EU countries have come to the realisation that talking about #EUR becoming a #globalcurrency needs to be translated into more concrete actions with an integrated #EUcapital market and increased #EUborrowing being the two key measures https://t.co/om741qGuXw

A #USbank holiday yesterday meant that #FX ranges have been relatively contained so far this week amidst lighter volumes. The #Dollar itself has stalled in its latest attempt to claw back ground lost over the past few months as debasement fears grew. https://t.co/6jDrahFD9i

With January #CPI coming in at 0.2% and annual #inflation at 2.4%, the #FederalReserve will not be feeling undue pressure to cut #interestrates for the time being. There are good arguments for leaving #rates as they are at present. https://t.co/kEpOsT0bXy

Funding #AIdevelopment has never been easier. #Alphabet parent of Google sought #USD20 billion this week by way of a #bondissue to fund its #AI push and the maturity was set at 100 years. The bond issue attracted a staggering USD100 billion dollars of bids https://t.co/u9u7sfebUL