Markets are starting the week on a surprisingly calm footing despite another round of US-Iran attacks over the weekend. Oil prices remain remarkably contained, with strategic reserve releases and continued flows through the Strait of Hormuz helping contain fears of a major supply disruption. But while geopolitics has temporarily taken a back seat, investors are increasingly focusing on a different source of risk: the ongoing rotation out of technology stocks.
This week's key catalysts will be the US jobs report and Kevin Warsh's speech in Sintra, which could reinforce the Federal Reserve's hawkish stance and provide fresh support to the US dollar and yields.
Watch the full episode to find out more!
Intro0:56 Oil contained despite Mid East tensions
3:09 Tech under pressure
6:55 Week Ahead: US jobs, Warsh speech
