A ceasefire… of sorts. While Donald Trump extended his self-imposed ceasefire deadline in the Middle East, attacks continue at full speed and traffic through the Strait of Hormuz remains severely limited. Iran’s “gift” to Trump? Allowing 10 oil tankers to pass this week — compared to ~100 in normal times.
Markets are clinging to the hope that the extension keeps immediate escalation off the table, offering fragile relief into the weekend. Oil flows remain constrained, geopolitical tensions persist, and global inflation risks are rising. Investors are left watching carefully: this isn’t peace, and risks persist!
Watch the full episode to find out more!
Intro1:09 Middle East: questionable de-escalation
4:06 EU wants to gain filed in the trade war, Swiss in a good position
5:30 Expensive oil, stronger dollar, higher yields and...
7:50 Softer gold










