Risk assets are rallying following a US-Iran ceasefire, leading to a softer dollar and lower energy prices. The focus shifts to a busy week of G10 central bank meetings, particularly the Fed.
Key Takeaways
- 1.Global markets are rallying on news of a US-Iran ceasefire and the potential reopening of the Strait of Hormuz.
- 2.Central bank policy is the primary focus this week, with seven G10 banks holding meetings.
Table of Contents
- USD: Dollar explores the downside
- EUR: Focus on ECB speakers this week
- GBP: A few sterling risks this week
- CEE: The region remains driven by global headlines
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Authors
Chris TurnerFrantisek TaborskyFrancesco Pesole
Securities
MSCI World Index
Themes
US-Iran conflict de-escalationCentral bank policy tightening
Regions
GlobalEuropeUnited StatesJapanAustralia