Multi-Asset Strategy Daily

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This daily strategy report covers market impacts from US-Iran geopolitical tensions and UK political instability. It analyzes rate hike expectations across the USD, EUR, and GBP markets.

Key Takeaways

  • 1.Geopolitical tensions regarding Iran and the US are impacting oil markets and rate hike expectations.
  • 2.The UK political environment is creating a risk premium for Gilts as pressure mounts on Prime Minister Starmer to step down.

Table of Contents

  • USD
  • EUR
  • GBP
  • JPY
  • Important Information
  • Disclaimer

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Authors

Evelyne Gomez

Securities

Brent Crude OilBund 2s10sUSDJPY

Themes

Geopolitical RiskCentral Bank PolicyPolitical Instability

Regions

Asia PacificEuropeUnited StatesIranUK