-
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications. The ceasefire currently in place –conditional on reopening the Strait of Hormuz to enable negotiations– has reduced immediate tail risks, but it has not resolved the underlying standoff. The US agenda remains focused on curbing Iran’s support for regional proxy forces, imposing restrictions on nuclear enrichment, and securing control over already enriched uranium. Iran’s aims are more existential: regime survival, the unfreezing of foreign-held assets, and a lifting of ... (full story)
- Comments / Top
- Subscribe
-
- Older Stories
From think.ing.com|Apr 29, 2026|1 commentEarlier Wednesday, the US 10yr yield had gapped higher, and hit 4.4%. Actually, the whole curve gapped up. The hold-out in the Strait of Hormuz was the catalyst. Some duration ...
From kitco.com|Apr 29, 2026India's investment demand for gold surpassed jewellery consumption for the first time on record in the March quarter, as investors turned to the precious metal amid subdued ...
-
- Newer Stories
From zerohedge.com|Apr 29, 2026With less than three weeks to go the Trump-Xi summit in China, the scramble for leverage and superiority - whether in terms of the Iran war or the just as important supply chain ...
From oilprice.com|Apr 29, 2026Failed peace talks and the ongoing disruption at the Strait of Hormuz reminded the world what a chokepoint looks like. Oil spiked. The Dow dropped. Investors scrambled for safe ...
From cnbc.com|Apr 29, 2026China’s factory activity topped analysts’ expectations, although growth slowed from the prior month when it hit a year-high, as new orders saw a slowdown. The official ...
- Story Stats
- Apr 29, 2026 5:18pm Posted byFundamental Analysis3,184
- Instrument:
