Oil volatility, rising yields and geopolitical tensions are back in focus — and markets are feeling it. A fresh escalation in the Middle East sent crude prices surging before easing slightly, reminding investors how quickly sentiment can flip from optimism to risk-off. As oil pushes higher, the narrative shifts from supply concerns to demand destruction, with inflation fears and hawkish central bank expectations returning to the forefront.
At the same time, the US dollar is regaining strength, weighing on gold and tightening financial conditions globally. Equity markets are reacting, with pressure on European stocks and renewed uncertainty around trade dynamics.
Meanwhile, the spotlight is on tech, with key earnings from AMD set to test whether the AI rally can hold in a more fragile macro environment. Can strong fundamentals offset rising geopolitical risks — or is volatility here to stay?
Watch the full episode to find out more!
Intro1:09 Middle East tensions flare up
6:43 Tech earnings: Palantir, AMD










