Weekly Global

A US-Iran agreement to reopen the Strait of Hormuz has boosted global sentiment and lowered oil prices. However, central banks remain cautious regarding inflation, with the Federal Reserve expected to maintain a hawkish stance.

Key Takeaways

• 1.A US-Iran framework deal to reopen the Strait of Hormuz has triggered a risk-on market move and potential for reduced energy price pressure.
• 2.Central banks, particularly the Federal Reserve, are expected to remain cautious and hawkish, delaying rate cuts despite geopolitical easing.
• 3.Tech sector volatility remains high due to regulatory concerns over AI and capital expenditure pressures on profitability.

Table of Contents

• What to watch in the week ahead
• Can the US-Iran breakthrough deal deliver?
• Iran latest developments and geopolitics
• The outlook on central banks
• Tech and what comes next
• Can the tech rally re-accelerate?
• Chart of the week
• Non-Traditional Assets
• Global asset class preferences definitions
• Appendix

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