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Week Ahead: Geopolitics, Tariffs, and Central Banks
The 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 role of the US dollar and assets in the world economy. US stocks and bond sold off ahead of the weekend. It should not be regarded as a "smoking gun" but part of an incremental addition to the accumulating evidence. The G7 meeting in Canada (June 15-17) may command attention, but if it can agree on a statement, it will be likely be so bland to express the divergence of views (and the apparent isolation of the US) that it likely have ... (full story)
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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 spectramarkets.com|Jun 14, 2025I 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 ...
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
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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 ...
From morningstar.com|Jun 15, 2025The gold rush is picking up - but it will hit a limit, says DWS Americas head of fixed income Gold prices settled at a fresh record high on Friday, as Iran launched retaliatory ...
From morningstar.com|Jun 15, 2025|1 commentJon Faust, who advised three Fed chairs, doesn't see an interest-rate cut until December - an even then, the odds of a move are just 50/50 The Israel-Iran conflict "is a major ...
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