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Running up that hill
I wrote last FSR that we might see a summer snoozer this week, but that was wrong. In fact, we had some zippy moves on the back of both macroeconomic and geopolitical newsflow. I will start with geopolitics. The longer you are in the business of financial markets, the less sensitive you become to geopolitical news because most of it is noise that creates temporary risk premium and then a reversal of that risk premium. For example, Iran started its nuclear program in the late 1990s and the world became aware of it in 2002. Since then, there have been countless conflagrations, accusations, and disputations around the ... (full story)
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From @DeItaone|Jun 14, 2025|15 comments*PUTIN HELD PHONE CALL WITH TRUMP: IFX *PUTIN, TRUMP DISCUSSED ESCALATION IN MIDDLE EAST: IFX BREAKING: President Trump told Russia president Putin in a phone call on Saturday that White House envoy Steve Witkoff is ready to resume nuclear talks with Iran's foreign minister Abbas Araghchi, the Russian president's foreign policy adviser Yuri Ushakov said
From marctomarket.com|Jun 14, 2025Israel attacked Iranian nuclear enrichment site and apparently targeted scientists and top Revolutionary Guard leadership. Reports suggest that that no increase in radioactivity ...
From monexeurope.com|Jun 14, 2025|1 commentThe coming week will likely see many of these themes repeated. Tariff risks remain elevated, especially with the President’s July 9th deadline drawing closer, posing further ...
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From @vonderleyen|Jun 14, 2025Good call with President Trump ahead of the G7 Summit. We discussed the tense geopolitical situation in the Middle East as well as the need for close coordination on the impact on energy markets. We also discussed the situation in Ukraine, the imperative for a ceasefire and the…
From marctomarket.com|Jun 14, 2025The response of the US dollar and Treasuries to Israel's attack on Iran and the palatable risk of escalation was uninspiring. It supports the popular narrative about the changing ...
From youtube.com/sdbullion|Jun 14, 2025Gold prices soared near new all-time price highs this morning and finished with its highest weekly close ever following overnight attacks by Israel on Iran. Iran responded today ...
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- Jun 14, 2025 1:59pm Posted byFundamental Analysis4,472
